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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $67,638 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $25,947 |
10 funds of $250K or more; 16 lines in all, holding $9.1M of the plan's $9.2M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.9M | 87.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $425K | 4.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $378K | 4.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $110K | 1.2% |
| Aul Stable Value Account Manager not matched · Insurance contract | $89K | 1.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $60K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $12K | 0.1% |
| American Funds Amerfds New Perspective R6 Mutual Fund Shares Capital Group · Mutual fund | $12K | 0.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $10K | 0.1% |
| American Funds Amerfds Bond FD OF America R6 Mutual Fund Shares Capital Group · Mutual fund | $7K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.