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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,600 |
12 funds of $250K or more; 15 lines in all, holding $63.4M of the plan's $63.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $16.1M | 25.4% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $9.1M | 14.4% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $8.2M | 12.9% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $6.3M | 9.9% |
| Vanguard Capital Opportunity Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.8M | 7.6% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.8M | 7.5% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.3M | 6.7% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.8M | 6.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.7M | 5.8% |
| PIMCO All Asset Fund Administrative Class PIMCO (Allianz) · Mutual fund | $901K | 1.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.