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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,616 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $17,680 |
18 funds of $250K or more; 19 lines in all, holding $24.6M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MassMutual Sagic Diversified Bond Portfolio MassMutual · Mutual fund | $8.3M | 33.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 24.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 8.6% |
| Company of America Empower Annuity Insurance Fidelity Contrafund Fidelity (FMR) · Insurance contract | $1.8M | 7.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.7% |
| Diamond Hill Large Cap Fund Diamond Hill · Mutual fund | $1.4M | 5.5% |
| Touchstone Mid Cap Growth Fund Mutual Fund Western & Southern · Mutual fund | $972K | 4.0% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $587K | 2.4% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $527K | 2.1% |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Dimensional · Mutual fund | $370K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.