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| Provider | Service type | Compensation |
|---|---|---|
MINSTER BANK6 years Service code 27 95 W 4TH AVE · MINSTER, OH 45865 | Advisory (Plan) | $23,406 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 5200 RINGS ROAD · DUBLIN, OH 43017 | Advisory (Plan) | $19,556 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,418 |
FUTUREPLAN ADMINISTRATIV2 years Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,584 |
14 funds of $250K or more; 19 lines in all, holding $19.0M of the plan's $19.3M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $14.9M | 78.4% |
| Fidelity Growth & Income Portfolio Fidelity (FMR) · Mutual fund Index | $1.0M | 5.3% |
| Reliance MetLife GAC Series 25157 MetLife · Collective trust | $886K | 4.7% |
| Vanguard Information Technology Index Growth fund Vanguard · Mutual fund Index | $502K | 2.6% |
| of participants' vested account balance, maturing through September 2029. Manager not matched · Other | $328K | 1.7% |
| Bond Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $327K | 1.7% |
| American High Income Trust Capital Group · Mutual fund Recordkeeper's own fund | $262K | 1.4% |
| American Funds Inflation Linked Bond Fund Capital Group · Mutual fund Recordkeeper's own fund | $214K | 1.1% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund Recordkeeper's own fund | $184K | 1.0% |
| investment companies American Funds Growth Fund of America Capital Group · Mutual fund Recordkeeper's own fund | $163K | 0.9% |
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 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.