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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,808 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,929 |
8 funds of $250K or more; 16 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.9M | 54.2% |
| Vanguard Vanguard · Mutual fund | $1.2M | 22.1% |
| Morley Stable Principal · Other | $380K | 7.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $255K | 4.7% |
| MFS MFS (Sun Life) · Mutual fund | $154K | 2.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $115K | 2.1% |
| AB Small Cap Growth Portfolio AllianceBernstein · Mutual fund | $86K | 1.6% |
| Columbia Dividend Opportunity Fund I3 Mutual Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $85K | 1.6% |
| Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $85K | 1.6% |
| Fidelity Dividend Opportunity Fidelity (FMR) · Mutual fund | $69K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.