Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76 |
5 funds of $250K or more; 16 lines in all, holding $3.9M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Adv 2035 (1PUT35R) Franklin Templeton · Mutual fund | $1.5M | 39.3% |
| Putnam Retirement Adv 2030 (1PUT30R) Franklin Templeton · Mutual fund | $1.0M | 26.4% |
| Putnam Retirement Adv 2040 (1PUT40R) Franklin Templeton · Mutual fund | $480K | 12.4% |
| Putnam Retirement Adv 2045 (1PUT45R) Franklin Templeton · Mutual fund | $407K | 10.5% |
| Putnam Retirement Adv 2050 (1PUT50R) Franklin Templeton · Mutual fund | $273K | 7.1% |
| Putnam Retirement Adv 2055 (1PUT55R) Franklin Templeton · Mutual fund | $65K | 1.7% |
| Putnam Retirement Adv 2065 (1PUT65R) Franklin Templeton · Mutual fund | $36K | 0.9% |
| Putnam Retirement Adv 2060 (1PUT60R) Franklin Templeton · Mutual fund | $31K | 0.8% |
| Empower Guaranteed Income Fund (1NCFBIV) - Fixed Empower · Insurance contract Recordkeeper's own fund | $11K | 0.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 0.3% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2045 Fund to Putnam Retirement Adv 2035 (1PUT35R) | $5.2M to $3.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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 71,410 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.