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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $110,541 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $84,572 |
31 funds of $250K or more; 21 lines in all, holding $201M of the plan's $210M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $42.9M | 21.3% |
| New York Life Anchor Account IV New York Life · Insurance contract | $33.1M | 16.5% |
| Winslow Large Cap Growth CT TIAA (Nuveen) · Collective trust | $26.7M | 13.3% |
| Northern Trust S&P 500 IDX 4 Northern Trust · Collective trust Index | $25.2M | 12.5% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $15.3M | 7.6% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $11.9M | 5.9% |
| MFS Large Cap Value CIT Class CT MFS (Sun Life) · Collective trust | $9.6M | 4.8% |
| Fiam Core Plus CIT Value R6 Fidelity (FMR) · Collective trust | $5.0M | 2.5% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $4.9M | 2.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $4.9M | 2.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.