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| 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 | $5,153 |
15 funds of $250K or more; 24 lines in all, holding $18.1M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 15.8% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $2.7M | 15.0% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $2.5M | 14.0% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $1.6M | 8.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.8% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $1.2M | 6.6% |
| Galliard Stable Value Fund Allspring · Insurance contract | $992K | 5.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $904K | 5.0% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $872K | 4.8% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $761K | 4.2% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.