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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,521 |
Filed as: CARR RIGGS AND INGRAM, LLC Service code 10 400 WEST PARKWAY PLACE · RIDGELAND, MS 39158 | Accounting | $18,850 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $17,724 |
9 funds of $250K or more; 14 lines in all, holding $5.1M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.3M | 84.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $446K | 8.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $118K | 2.3% |
| Vanguard MStar Total Stock Mkt Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $78K | 1.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $37K | 0.7% |
| Vanguard MStar Growth Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $26K | 0.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $22K | 0.4% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $16K | 0.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $15K | 0.3% |
| Vanguard MStar Value Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $13K | 0.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.