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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $3,356 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,677 |
8 funds of $250K or more; 15 lines in all, holding $10.0M of the plan's $10.0M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $2.6M | 25.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.3M | 13.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 11.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $1.2M | 11.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.1M | 11.5% |
| JPMorgan U.S. Government Money Market Fund Institutional Class JPMorgan · Money market | $1.0M | 10.4% |
| American Funds American Balance R6 Capital Group · Mutual fund | $733K | 7.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $229K | 2.3% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $152K | 1.5% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $114K | 1.1% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.