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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $28,223 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,647 |
10 funds of $250K or more; 21 lines in all, holding $9.9M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.3M | 83.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $540K | 5.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $315K | 3.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $156K | 1.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $146K | 1.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $79K | 0.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $71K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 0.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 0.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $36K | 0.4% |
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.