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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $20,224 |
Filed as: MARINER INSTITUTIONAL, LLC Service code 27 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $19,510 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $12,138 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $6,992 |
21 funds of $250K or more; 16 lines in all, holding $53.2M of the plan's $53.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $16.9M | 31.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $14.4M | 27.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $10.0M | 18.8% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.9M | 7.3% |
| Vanguard Wellesly Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.5M | 2.8% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.4% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.0M | 2.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.9% |
| Vanguard Gnma Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $943K | 1.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $724K | 1.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.