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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
24 funds of $250K or more; 25 lines in all, holding $32.6M of the plan's $32.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.6M | 38.8% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $3.8M | 11.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.7M | 8.2% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.6M | 8.0% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $1.3M | 4.0% |
| Vanguard Tota! Bond Market Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.0% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.1M | 3.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.0M | 3.1% |
| Vanguard Tolal Intemational Stock Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $964K | 3.0% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $841K | 2.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.