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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE FINANCIAL GROUP6 years Service code 27 4565 EAST GALBRAITH RD. · CINCINNATI, OH 45243 | Advisory (Plan) | $16,022 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $14,531 |
22 funds hold $699K of the plan's $726K. From the 2024 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $238K | 34.0% |
| iShares Core MSCI Total International Stock ETF BlackRock · ETF Index | $108K | 15.5% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $71K | 10.2% |
| DoubleLine Total Return Bond Fund Class I DoubleLine · Mutual fund | $55K | 7.9% |
| Vanguard Mega ETF Vanguard · ETF Index | $41K | 5.8% |
| Touchstone Small CAP Value Fund Institutional Manager not matched · Mutual fund | $29K | 4.1% |
| Driehaus Small Cap Growth Fund Institutional Share Class Manager not matched · Mutual fund | $22K | 3.2% |
| Causeway International Small Cap Fund Causeway Capital · Mutual fund | $22K | 3.1% |
| Brandywine Global High Yield Fund Class I Manager not matched · Mutual fund | $14K | 2.0% |
| Nuveen Real Asset Income Fund Class I TIAA (Nuveen) · Mutual fund | $14K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
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.
The auditor signed off without reservation. This is the cleanest opinion.