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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $5,724 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,531 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
7 funds of $250K or more; 19 lines in all, holding $5.0M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Cambridge Investment Research.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.5M | 70.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $749K | 15.0% |
| U.S. Government Money Market Fund Investor Class American Century · Money market | $202K | 4.1% |
| Vanguard Energy Opportunities Fund Admiral Shares Vanguard · Mutual fund | $156K | 3.1% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $81K | 1.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $68K | 1.4% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $42K | 0.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 0.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $30K | 0.6% |
| Vanguard Morningstar Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.