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| Provider | Service type | Compensation |
|---|---|---|
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 | $37,591 |
BQS1 year Filed as: BQS FINANCIAL ADVISORS LLC Service code 27 575 5TH AVE 14TH FL · NEW YORK, NY 10017 | Advisory (Plan) | $6,773 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $4,951 |
FLEXPATH STRATEGIES, LLC5 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Other Fees | $1,606 |
3 funds of $250K or more; 20 lines in all, holding $2.7M of the plan's $3.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2055 Fund Class F Manager not matched · Collective trust | $1.1M | 39.5% |
| Indexselect Moderate 2045 Fund Class F Manager not matched · Collective trust | $465K | 17.0% |
| Indexselect Moderate Ret Fund Class F Manager not matched · Collective trust | $457K | 16.7% |
| Indexselect Moderate 2035 Fund Class F Manager not matched · Collective trust | $171K | 6.3% |
| Blackrock Russell BlackRock · Mutual fund | $125K | 4.6% |
| Indexselect Moderate 2065 Fund Class F Manager not matched · Collective trust | $107K | 3.9% |
| Fixed Income Allocation I1 Manager not matched · Collective trust | $79K | 2.9% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $66K | 2.4% |
| Blackrock Equity Index Fund Class 1 BlackRock · Collective trust Index | $60K | 2.2% |
| Indexselect Aggressive 2045 Fund Class F Manager not matched · Collective trust | $25K | 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.
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.