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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,673 |
12 funds of $250K or more; 13 lines in all, holding $17.5M of the plan's $18.0M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $14.6M | 83.0% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $1.3M | 7.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $521K | 3.0% |
| DFA Glob Real Estate Sec Dimensional · Mutual fund | $394K | 2.2% |
| Mid-Cap Index Fund Adm Manager not matched · Mutual fund Index | $312K | 1.8% |
| DFA Intl Core Equity Portf Dimensional · Mutual fund | $116K | 0.7% |
| Small-Cap Index Fund Adm Manager not matched · Mutual fund Index | $91K | 0.5% |
| Value Index Adm Manager not matched · Mutual fund Index | $67K | 0.4% |
| Vanguard Target Retirement Income Trust II Vanguard · Collective trust Recordkeeper's own fund | $61K | 0.3% |
| Balanced Index Fund Adm Manager not matched · Mutual fund Index | $48K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.