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| Provider | Service type | Compensation |
|---|---|---|
TIAA10 years Service code 15 · EIN 13-1624203 | Recordkeeping | $359,359 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MGT. L.P. Service code 27 · EIN 13-3575636 | Advisory (Plan) | $163,793 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $54,375 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,157 |
NIXON PEABODY LLP11+ years Service code 29 · EIN 16-0764720 | Legal | $18,665 |
32 funds of $250K or more; 23 lines in all, holding $1.15B of the plan's $1.15B. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity Account - Nonbenefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $271M | 23.5% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $212M | 18.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $135M | 11.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $107M | 9.3% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $55.3M | 4.8% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $54.9M | 4.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $37.0M | 3.2% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $35.3M | 3.1% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $31.6M | 2.7% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $31.4M | 2.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.