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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Plan Administrator; Claims processing... | $71,515 |
Service code 26 · EIN 20-3341811 | Advisory (Participants) | $24,875 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,629 |
8 funds of $250K or more; 25 lines in all, holding $7.9M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.0M | 89.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $429K | 5.5% |
| Charles Schwab PIMCO Real Return Fund PIMCO (Allianz) · Mutual fund | $62K | 0.8% |
| Charles Schwab T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund | $56K | 0.7% |
| Charles Schwab Vanguard Mid-Cap Index ADM Vanguard · Mutual fund Index | $47K | 0.6% |
| Fidelity Advisor Strategic Div & Inc Z Fidelity (FMR) · Mutual fund | $38K | 0.5% |
| Charles Schwab American Innovation Charles Schwab · Collective trust Recordkeeper's own fund | $29K | 0.4% |
| Charles Schwab Large Cap Value Fund CL R1 Charles Schwab · Mutual fund Possible retail class R1Recordkeeper's own fund | $25K | 0.3% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $25K | 0.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $18K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.