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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.7+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $28,857 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,964 |
8 funds of $250K or more; 24 lines in all, holding $8.5M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Principled Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $5.5M | 65.2% |
| Vanguard Target Retirement Vanguard · Other Target-date, 1 vintage | $624K | 7.4% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $323K | 3.8% |
| Metlife REL ST VAL MetLife · Other | $304K | 3.6% |
| Van Target Retire Inc Vanguard · Mutual fund | $211K | 2.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $185K | 2.2% |
| VAN Strat SM CP Eqty - INV Vanguard · Other | $182K | 2.2% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $161K | 1.9% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $132K | 1.6% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $124K | 1.5% |
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.
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.