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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,991 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,128 |
8 funds of $250K or more; 16 lines in all, holding $8.9M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.2M | 92.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $111K | 1.2% |
| Stable Value Collective Trust Fund: New York Life Insurance Company New York Life · Stable value Stable value | $89K | 1.0% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $86K | 1.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $67K | 0.7% |
| MassMutual Small Cap Growth Equity CT MassMutual · Mutual fund | $59K | 0.7% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $53K | 0.6% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $45K | 0.5% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $44K | 0.5% |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price · Mutual fund | $43K | 0.5% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.