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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,650 |
Filed as: MML INVESTORS SERVICES LLC Service code 16 · EIN 04-2746212 | Consulting | $26,623 |
9 funds of $250K or more; 52 lines in all, holding $7.9M of the plan's $8.1M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $4.0M | 50.4% |
| Aul Stable Value Account Manager not matched · Insurance contract | $609K | 7.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $391K | 5.0% |
| MFS Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $316K | 4.0% |
| Lincoln National Life Fixed Account Lincoln Financial · Insurance contract | $246K | 3.1% |
| Federated Hermes Fed Herm Total Return Bond R6 Federated Hermes · Mutual fund | $243K | 3.1% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $204K | 2.6% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $160K | 2.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $149K | 1.9% |
| Lvip T. Rowe Price Structured Mid-Cap Growth Fund T. Rowe Price · Mutual fund | $142K | 1.8% |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.