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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 13 · EIN 94-3250323 | Contract Administrator | $151,345 |
25 funds of $250K or more; 61 lines in all, holding $19.1M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Financial Engines.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $1.5M | 8.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.3% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $1.1M | 5.8% |
| Lord Abbett Bond Debenture Fund INC Class R6 Lord Abbett · Mutual fund | $961K | 5.0% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $933K | 4.9% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $801K | 4.2% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $704K | 3.7% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $659K | 3.5% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $644K | 3.4% |
| Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund | $636K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.