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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,834 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $38,017 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 50 · EIN 01-0233346 | Direct Payment | $36,252 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $17,775 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $16,913 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 | Insurance Broker | $3,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
14 funds of $250K or more; 9 lines in all, holding $136M of the plan's $138M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $73.2M | 53.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $29.7M | 21.9% |
| Interest Rate Cost Value New York Life Insurance Company - Contract New York Life · Insurance contract | $11.3M | 8.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $9.1M | 6.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $6.2M | 4.5% |
| Nuveen Small Cap Value Fund Class R6 TIAA (Nuveen) · Mutual fund | $2.1M | 1.6% |
| Metwest Total Return Bond P TCW · Mutual fund | $1.5M | 1.1% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $1.4M | 1.1% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $1.2M | 0.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.