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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,553 |
3 funds of $250K or more; 11 lines in all, holding $9.2M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund | $7.9M | 86.3% |
| T. Rowe Price T. Rowe Price · Mutual fund | $541K | 5.9% |
| Legg Mason Franklin Templeton · Other | $270K | 2.9% |
| MFS MFS (Sun Life) · Mutual fund | $158K | 1.7% |
| Nomura Manager not matched · Other | $66K | 0.7% |
| Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $65K | 0.7% |
| Principal Principal · Mutual fund | $61K | 0.7% |
| Goldman Sachs Goldman Sachs · Mutual fund | $35K | 0.4% |
| Janus Henderson Janus Henderson · Mutual fund | $28K | 0.3% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 0.2% |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.