Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,156 |
Service code 27 | Advisory (Plan) | $10,122 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,852 |
8 funds of $250K or more; 18 lines in all, holding $6.1M of the plan's $6.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 25.8% |
| Empower IndexSelect Moderate Retire Fund Empower · Mutual fund Recordkeeper's own fund | $857K | 14.0% |
| Empower IndexSelect Moderate 2035 Fund Empower · Mutual fund Recordkeeper's own fund | $624K | 10.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $482K | 7.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $462K | 7.5% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $428K | 7.0% |
| Empower IndexSelect Moderate 2055 Fund Empower · Mutual fund Recordkeeper's own fund | $323K | 5.3% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $291K | 4.8% |
| Empower IndexSelect Growth 2045 Fund Empower · Mutual fund Recordkeeper's own fund | $206K | 3.4% |
| Empower IndexSelect Moderate 2045 Fund Empower · Mutual fund Recordkeeper's own fund | $204K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.