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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 | $780 |
19 funds of $250K or more; 24 lines in all, holding $51.4M of the plan's $51.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Realpath Blend 2040 CT ADV SEL CL PIMCO (Allianz) · Collective trust | $6.9M | 13.4% |
| PIMCO Realpath Blend 2050 CT ADV SEL CL Collective Trust Funds PIMCO (Allianz) · Collective trust | $6.9M | 13.4% |
| State Street State St S&P 500 Indx SL Cl II State Street (SSgA) · Collective trust Index | $6.9M | 13.4% |
| PIMCO Realpath Blend 2035 CT ADV SEL CL Collective Trust Funds PIMCO (Allianz) · Collective trust | $6.3M | 12.3% |
| PIMCO Realpath Blend 2030 CT ADV SEL CL PIMCO (Allianz) · Collective trust | $5.5M | 10.8% |
| PIMCO Realpath Blend 2045 CT ADV SEL CL Collective Trust Funds PIMCO (Allianz) · Collective trust | $4.2M | 8.2% |
| PIMCO Realpath Blend 2055 CT ADV SEL CL Collective Trust Funds PIMCO (Allianz) · Collective trust | $2.8M | 5.5% |
| PIMCO Realpath Blend Inc CT Adv sel CL PIMCO (Allianz) · Collective trust | $2.4M | 4.7% |
| PIMCO Realpath Blend 2060 CT ADV SEL CL PIMCO (Allianz) · Collective trust | $2.3M | 4.5% |
| Large Cap Growth I Fund (Putnam) Franklin Templeton · Collective trust | $1.5M | 2.9% |
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.