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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP1+ years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 200 NORTH SEPULVEDA BLVD, STE 1200 · EL SEGUNDO, CA 90245 | Investment Management | $2,202 |
Service code 64 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping Fees | $1,911 |
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $1,492 |
2 funds of $250K or more; 24 lines in all, holding $2.0M of the plan's $2.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.6M | 79.0% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $98K | 4.9% |
| Fidelity Advisor Energy Fund Class I Fidelity (FMR) · Mutual fund | $48K | 2.4% |
| Vanguard Small-Cap Growth Index Fund ETF Shares Vanguard · ETF Index | $45K | 2.2% |
| Vanguard Small-Cap Index Fund ETF Shares Vanguard · ETF Index | $41K | 2.0% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund | $39K | 1.9% |
| iShares Russell BlackRock · ETF Index | $28K | 1.4% |
| iShares Core MSCI International Developed Markets ETF BlackRock · ETF Index | $25K | 1.2% |
| iShares Select U.S. REIT ETF BlackRock · ETF Index | $23K | 1.2% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $23K | 1.1% |
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.
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.