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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,108 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $7,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $848 |
3 funds of $250K or more; 15 lines in all, holding $2.2M of the plan's $2.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.7M | 80.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $114K | 5.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $60K | 2.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $52K | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 1.6% |
| Royce Small-Cap Opportunity Fund Franklin Templeton · Mutual fund | $33K | 1.5% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $24K | 1.1% |
| Pgim Global Total Return Fund Class R6 Prudential (PGIM) · Mutual fund | $16K | 0.7% |
| Invesco Developing Markets Fund Class Y Invesco · Mutual fund | $14K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.