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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $5,503 |
Filed as: PFS INVESTMENTS, INC Service code 99 · EIN 58-1436188 1 PRIMERICA PARKWAY · DULUTH, GA 30099 | Other Fees | $97 |
2 funds of $250K or more; 37 lines in all, holding $1.8M of the plan's $1.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Moderate 2035 Target-date fund Manager not matched · Mutual fund | $460K | 26.1% |
| MyCompass Ind Aggressive 2055 Target-date fund Manager not matched · Mutual fund | $345K | 19.6% |
| Fidelity 500 Index Blended fund Fidelity (FMR) · Mutual fund Index | $171K | 9.7% |
| MyCompass Ind Moderate 2045 Target-date fund Manager not matched · Mutual fund | $149K | 8.5% |
| MyCompass Ind Moderate 2065 Target-date fund Manager not matched · Mutual fund | $99K | 5.7% |
| MyCompass Ind Moderate 2055 Target-date fund Manager not matched · Mutual fund | $91K | 5.2% |
| Registered investment companies American Funds New Perspective Growth fund Capital Group · Mutual fund | $57K | 3.2% |
| Blended fund Capital Group · Mutual fund | $53K | 3.0% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $33K | 1.9% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund | $27K | 1.5% |
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.
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.