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12 funds of $250K or more; 27 lines in all, holding $9.4M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: T. Rowe Price Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Current Vanguard Growth Index Vanguard · Mutual fund Index | $2.3M | 24.6% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 2 vintages | $1.5M | 15.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 12.0% |
| Goldman Sachs Financial Square Government Fund Goldman Sachs · Money market | $606K | 6.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $458K | 4.9% |
| 2030 T Rowe Price T. Rowe Price · Mutual fund | $363K | 3.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $362K | 3.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $299K | 3.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $294K | 3.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $283K | 3.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.