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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $78,925 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,236 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,108 |
19 funds of $250K or more; 30 lines in all, holding $34.3M of the plan's $31.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2045 Fund CL R6 Manager not matched · Collective trust | $8.1M | 23.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 13.1% |
| Indexselect Moderate 2035 Fund Cl R6 Manager not matched · Collective trust | $3.7M | 10.7% |
| Indexselect Moderate 2055 Fund CL R6 Manager not matched · Collective trust | $2.6M | 7.6% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $2.4M | 6.9% |
| Indexselect Moderate Retire Fund CL R6 Manager not matched · Collective trust | $1.9M | 5.6% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $1.5M | 4.3% |
| General Account Manager not matched · Insurance contract | $1.3M | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.