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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,257 |
EDWARD JONES8 years Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $9,044 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $350 |
3 funds of $250K or more; 34 lines in all, holding $3.1M of the plan's $3.1M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $2.2M | 71.4% |
| Separate Account II Manager not matched · Separate account | $227K | 7.4% |
| State Street Global State Street Equty 500 Index Adm Mutual Fund Shares State Street (SSgA) · Mutual fund Index | $113K | 3.7% |
| Nuveen Large Cap Growth R Mutual Fund Shares TIAA (Nuveen) · Mutual fund | $111K | 3.6% |
| Pgim High Yield Fund Class Z Prudential (PGIM) · Mutual fund | $65K | 2.1% |
| Talcott Resolution Life Insurance Company Invesco Comstock Invesco · Insurance contract | $46K | 1.5% |
| Fidelity Advisor Strategic Dividend & Income I Fidelity (FMR) · Mutual fund | $41K | 1.3% |
| Nuveen Nuveen Quant Midcap Growth R Mutual Fund Shares TIAA (Nuveen) · Mutual fund | $35K | 1.1% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Mutual fund Index | $34K | 1.1% |
| Nuveen Internatl Eq Index Retire TIAA (Nuveen) · Mutual fund Index | $30K | 1.0% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.