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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $17,221 |
5 funds of $250K or more; 20 lines in all, holding $6.6M of the plan's $6.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $3.1M | 46.6% |
| Vanguard 500 Index Admiral Vanguard · Separate account Index | $1.0M | 15.7% |
| JPMorgan Large Cap Growth JPMorgan · Separate account | $785K | 11.8% |
| Voya Fixed Account Voya · Insurance contract | $222K | 3.3% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $190K | 2.9% |
| Vanguard Mid Cap Val Index Admiral Vanguard · Separate account Index | $185K | 2.8% |
| American Funds Am Balanced Fund Capital Group · Separate account | $172K | 2.6% |
| MFS International Growth MFS (Sun Life) · Separate account | $153K | 2.3% |
| American Funds New Perspective Capital Group · Separate account | $151K | 2.3% |
| Vanguard Mid Cap Index Admiral Vanguard · Separate account Index | $135K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.