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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $228,275 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $102,056 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF Service code 15 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $0 |
10 funds of $250K or more; 19 lines in all, holding $47.4M of the plan's $48.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray IndexSelect Moderate Retire Fund CL R6 Manager not matched · Mutual fund | $13.4M | 28.2% |
| Great Gray IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $10.9M | 23.1% |
| Great Gray IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Mutual fund | $9.9M | 20.8% |
| Great Gray IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Mutual fund | $3.6M | 7.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 7.5% |
| Great Gray IndexSelect Moderate 2065 Fund CL R6 Manager not matched · Mutual fund | $1.7M | 3.7% |
| Federated Government Obligations Institutional Federated Hermes · Other | $1.5M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $559K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $537K | 1.1% |
| Great Gray Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $438K | 0.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.