Filings through .
Filed April 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,585 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,821 |
17 funds of $250K or more; 13 lines in all, holding $27.7M of the plan's $28.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $7.8M | 28.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 16.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 10.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 9.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 9.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 8.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 7.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.8% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $498K | 1.8% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $465K | 1.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.