Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,213 |
EMPOWER ADVISORY GROUP, LLC5 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,084 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,485 |
TPA SERVICES, INC.6 years Filed as: TPA SERVICES INC Service code 13 7108 S ALTON WAY BLDG L STE B · CENTENNIAL, CO 80112 | Contract Administrator | $3,595 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,150 |
17 funds of $250K or more; 13 lines in all, holding $18.7M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $9.0M | 48.2% |
| State Street S&P 500 Index SL CL II State Street (SSgA) · Collective trust Index | $2.6M | 13.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.3M | 7.2% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $949K | 5.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $650K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $646K | 3.5% |
| CF Blackrock Russell BlackRock · Collective trust | $624K | 3.3% |
| Fixed Annuity Contract Empower Annuity Insurance EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $493K | 2.6% |
| State Street US Infl Protect Bond Index SL CL II State Street (SSgA) · Collective trust Index | $398K | 2.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.