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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111 |
11 funds hold $143K of the plan's $145K. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $121K | 84.8% |
| JP Morgan Investment Mgt Large Cap Growth JPMorgan · Other | $9K | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 3.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $3K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 1.1% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $1K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $950 | 0.7% |
| Putnam Large Cap Val Trust I Franklin Templeton · Collective trust | $764 | 0.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $362 | 0.3% |
| Fixed Account - Series Class II Manager not matched · Insurance contract | $337 | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.