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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,286 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $46,844 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,889 |
17 funds of $250K or more; 16 lines in all, holding $19.4M of the plan's $19.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $5.3M | 27.4% |
| State Street S&P 500 Index Securities Lending Fund State Street (SSgA) · Collective trust Index | $2.8M | 14.7% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $2.5M | 12.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 12.3% |
| State Street Russell Large Cap Growth Index Non-Lending Fund State Street (SSgA) · Collective trust Index | $1.2M | 6.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 5.9% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $650K | 3.3% |
| Delaware US Small Cap Fund Macquarie / Nomura · Mutual fund | $589K | 3.0% |
| Empower Fully benefit-responsive investment contract - Fixed Account Series Class VI Fund Empower · Insurance contract Recordkeeper's own fund | $563K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $518K | 2.7% |
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.
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.