Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $25,760 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $23,474 |
5 funds of $250K or more; 24 lines in all, holding $5.9M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Green Century Balanced Fund Manager not matched · Mutual fund | $2.2M | 37.2% |
| Trillium ESG Global Equity Fund Institutional Class Manager not matched · Mutual fund | $551K | 9.4% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund | $420K | 7.2% |
| ONE Choice 2055 Portfolio Investor Class American Century · Mutual fund | $371K | 6.3% |
| Parnassus Value Equity Investment Fund Affiliated Managers Group · Mutual fund | $310K | 5.3% |
| Calvert Small-Cap Fund Class I Morgan Stanley · Mutual fund | $244K | 4.2% |
| Calvert US Large-Cap Core Responsible Index Fund Class I Morgan Stanley · Mutual fund Index | $240K | 4.1% |
| Parnassus Mid Cap Fund Institutional Shares Affiliated Managers Group · Mutual fund | $225K | 3.8% |
| Amana Growth Fund Investor Shares Manager not matched · Mutual fund | $190K | 3.2% |
| Calvert Global Water Fund Class I Morgan Stanley · Mutual fund | $162K | 2.8% |
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.