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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,234 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI SECURITIES INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $14,020 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,590 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $931 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $701 |
6 funds of $250K or more; 35 lines in all, holding $4.8M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ffldx Manager not matched · Other | $763K | 16.0% |
| Fxaix Manager not matched · Other | $704K | 14.7% |
| Ffopx Manager not matched · Other | $670K | 14.0% |
| Fflex Manager not matched · Other | $434K | 9.1% |
| 1BKAPX Manager not matched · Other | $391K | 8.2% |
| Jlgmx Manager not matched · Other | $255K | 5.3% |
| Ffizx Manager not matched · Other | $186K | 3.9% |
| Ffolx Manager not matched · Other | $168K | 3.5% |
| Jmgmx Manager not matched · Other | $165K | 3.4% |
| Ffikx Manager not matched · Other | $160K | 3.4% |
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.
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.