Filed December 27, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $150,566 |
AMERICAN FUNDS6 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 26 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Participants) | $45,000 |
BDO USA, LLP7 years Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,435 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,000 |
28 funds of $250K or more; 18 lines in all, holding $206M of the plan's $208M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $103M | 50.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $41.0M | 20.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $12.3M | 6.0% |
| Columbia Stable Income Admin 0 Ameriprise (Columbia Threadneedle) · Stable value Stable value | $10.9M | 5.3% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.8M | 3.8% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 2.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $4.2M | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 1.9% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $3.8M | 1.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.6M | 1.7% |
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Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs International Equity Income Fund Class R6 | $405K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,218 | $128,899-5.2% | $113,168+8.0% | $102,872+18.8% |
| Participation rate | 92.5% | 87.0%+5.5pp | 76.6%+15.9pp | 73.0%+19.5pp |
| Annual return | 15.06% | 15.88%-0.8pp | 24.27%-9.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $3,726 | $3,713+0.4% | $2,975+25.2% | $3,526+5.7% |
| Participant deferral / active EE | $6,893 | $6,787+1.6% | $5,107+35.0% | $5,535+24.5% |
| Admin fee / account holder | $155 | $129+19.9% | $12,068-98.7% | $292-46.9% |