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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $46,350 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,402 |
Filed as: SC&H ATTEST SERVICES PC Service code 10 910 RIDGEBROOK RD · SPARKS, MD 21152 | Accounting | $25,441 |
7 funds of $250K or more; 21 lines in all, holding $11.2M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $3.0M | 27.1% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $2.6M | 23.2% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $2.0M | 18.3% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $1.9M | 17.1% |
| Flexpath Stable Value CL I1 Manager not matched · Stable value Stable value | $351K | 3.1% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $320K | 2.9% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $300K | 2.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $145K | 1.3% |
| Small Cap Val II I1 Manager not matched · Collective trust | $134K | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $75K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.