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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $682,220 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $304,973 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $31,500 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $20,000 |
FEDEX KINKOS1+ years Service code 99 PO BOX 672085 · DALLAS, TX 752672085 | Other Fees | $6,188 |
27 funds of $250K or more; 16 lines in all, holding $718M of the plan's $753M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $383M | 53.3% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund IndexRecordkeeper's own fund | $64.0M | 8.9% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $52.7M | 7.3% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $48.4M | 6.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $35.5M | 4.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $31.9M | 4.4% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $21.8M | 3.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $21.3M | 3.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.6M | 1.6% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $11.6M | 1.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.