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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 | $73,633 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,826 |
12 funds of $250K or more; 19 lines in all, holding $21.2M of the plan's $21.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $16.0M | 75.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 11.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $625K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $465K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $437K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $202K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $155K | 0.7% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $148K | 0.7% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $130K | 0.6% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $124K | 0.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.