Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,474 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,980 |
8 funds of $250K or more; 32 lines in all, holding $8.9M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tviix Manager not matched · Other | $2.0M | 22.0% |
| Fxaix Manager not matched · Other | $1.4M | 15.7% |
| Ttiix Manager not matched · Other | $1.4M | 15.6% |
| Tfitx Manager not matched · Other | $931K | 10.5% |
| Tllix Manager not matched · Other | $780K | 8.8% |
| Tlxix Manager not matched · Other | $403K | 4.5% |
| Fspsx Manager not matched · Other | $374K | 4.2% |
| Tlzix Manager not matched · Other | $342K | 3.8% |
| Fskax Manager not matched · Other | $220K | 2.5% |
| Tlyix Manager not matched · Other | $188K | 2.1% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.