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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $18,212 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,453 |
5 funds of $250K or more; 21 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.3M | 60.2% |
| Description Current Mutual funds: Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $986K | 25.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $171K | 4.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $117K | 3.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $56K | 1.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $54K | 1.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $22K | 0.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $19K | 0.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18K | 0.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18K | 0.5% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.