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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,511 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $62,575 |
Service code 27 · EIN 23-2946836 | Advisory (Plan) | $17,940 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
13 funds of $250K or more; 20 lines in all, holding $18.2M of the plan's $19.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Vanguard Vgd LifeStrategy Mod Gr Inv Fd Vanguard · Mutual fund | $4.1M | 22.3% |
| Pooled Separate Accounts AXA Equitable Life Insurance Co. Manager not matched · Insurance contract | $2.9M | 15.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 12.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 11.1% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $2.0M | 10.8% |
| Registered Vanguard Vgd LifeStrategy Growth Inv Fd Vanguard · Mutual fund | $1.7M | 9.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 6.3% |
| Registered Vanguard Vgd LifeStrat Cnsrv Gr Inv Fd Vanguard · Mutual fund | $359K | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $315K | 1.7% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $262K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.