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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUNTIY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,963 |
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 43-1270780 5440 W 110TH ST · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $18,750 |
10 funds of $250K or more; 16 lines in all, holding $8.0M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 75.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $975K | 12.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $255K | 3.2% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $164K | 2.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $156K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $153K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $135K | 1.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $56K | 0.7% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $33K | 0.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $19K | 0.2% |
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.
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.