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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP8 years Service code 99 ONE BOSTON PL · BOSTON, MA 02108 | Other Fees | $35,700 |
Service code 13 88 BOYD AVE · EAST PROVIENCE, RI 02914 | Contract Administrator | $10,542 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,363 |
16 funds of $250K or more; 18 lines in all, holding $28.4M of the plan's $30.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.4M | 15.6% |
| Investors R4 American Funds Growth Fund OF Capital Group · Mutual fund Recordkeeper's own fund | $4.1M | 14.4% |
| EB Magic 75 Stable Value Fund Manager not matched · Stable value Stable value | $3.5M | 12.4% |
| Fund R4 American Funds Amcap R4 Capital Group · Mutual fund Recordkeeper's own fund | $3.0M | 10.5% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 8.1% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $2.0M | 7.0% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $1.8M | 6.5% |
| Amer R4 American Funds Fundamental Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 5.8% |
| Sec R4 American Funds Washington Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 5.6% |
| Amer R4 American Funds New Economy R4 Capital Group · Mutual fund Recordkeeper's own fund | $1.3M | 4.6% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds Growth Fund of Amer R4 | $4.1M |
| AddedInvestors R4 American Funds Growth Fund OF | $4.1M |
| DroppedAmerican Funds US Government Sec R4 | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.