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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,076 |
2 funds of $250K or more; 17 lines in all, holding $1.7M of the plan's $1.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MM S&P 500 Index Fund Service Class MassMutual · Money market Index | $734K | 43.3% |
| General Account MassMutual · Insurance contract | $432K | 25.5% |
| MassMutual MM Blue Chip Growth Adm MassMutual · Money market | $149K | 8.8% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $100K | 5.9% |
| MM RetireSMART by JPM 2030 Adm JPMorgan · Money market | $63K | 3.8% |
| MM RetireSMART by JPM 2040 Adm JPMorgan · Money market | $57K | 3.3% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $49K | 2.9% |
| MassMutual MM Mid Cap Growth Adm MassMutual · Money market | $26K | 1.5% |
| Invesco Value Opportunities Fund Class A Invesco · Mutual fund Possible retail class A | $19K | 1.1% |
| MassMutual MM Intl Equity R5 MassMutual · Money market | $19K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.