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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,064 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,041 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,184 |
18 funds of $250K or more; 12 lines in all, holding $25.0M of the plan's $25.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Manager not matched · Mutual fund Target-date, 10 vintages | $16.4M | 65.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 6.2% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.3M | 5.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 5.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $990K | 4.0% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $908K | 3.6% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $450K | 1.8% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $368K | 1.5% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $285K | 1.1% |
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.
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.