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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,678 |
MARSH & MCLENNAN AGENCY LLC4+ years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,597 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,899 |
8 funds of $250K or more; 16 lines in all, holding $5.3M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $3.2M | 59.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $687K | 12.9% |
| Empower EI Fixed Account - Series VI Empower · Insurance contract Recordkeeper's own fund | $413K | 7.7% |
| Great Gray Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $221K | 4.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $170K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $152K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $101K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $82K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 1.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $59K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.