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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $184,933 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,997 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
20 funds of $250K or more; 11 lines in all, holding $82.9M of the plan's $85.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $30.0M | 36.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $15.0M | 18.1% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund Possible retail class A | $10.7M | 12.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $5.7M | 6.9% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund Possible retail class A | $5.6M | 6.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $4.9M | 6.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.7M | 5.7% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund Possible retail class A | $3.2M | 3.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund Possible retail class A | $2.0M | 2.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $860K | 1.0% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Equity Fund Class R6 | $5.6M |
| DroppedEupac Fund Class R-6 | $5.3M |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.