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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP1+ years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,000 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $571 |
2 funds of $250K or more; 16 lines in all, holding $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments: American American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $551K | 37.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $484K | 32.7% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $161K | 10.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $80K | 5.4% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $78K | 5.3% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $33K | 2.2% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $28K | 1.9% |
| International Growth and Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $21K | 1.5% |
| Capital Income Builder Capital Group · Mutual fund Recordkeeper's own fund | $20K | 1.3% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $11K | 0.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.