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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,356 |
17 funds of $250K or more; 19 lines in all, holding $14.6M of the plan's $14.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.1M | 35.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.5M | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 9.9% |
| AB Large Cap Growth Z AllianceBernstein · Other | $1.3M | 8.7% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 7.4% |
| Standard Stable Asset Fund StanCorp (Meiji Yasuda) · Insurance contract | $857K | 5.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $736K | 5.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $556K | 3.8% |
| iShares Russel BlackRock · ETF | $548K | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $541K | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.