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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS7 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $70,530 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,305 |
10 funds of $250K or more; 12 lines in all, holding $24.6M of the plan's $24.6M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $9.4M | 38.2% |
| T. Rowe Price T. Rowe Price · Mutual fund | $3.3M | 13.4% |
| Fidelity Fidelity (FMR) · Mutual fund | $2.1M | 8.7% |
| Morley Stable Principal · Other | $1.9M | 7.5% |
| American Funds Capital Group · Mutual fund | $1.8M | 7.2% |
| PIMCO PIMCO (Allianz) · Mutual fund | $1.7M | 7.0% |
| Janus Henderson Janus Henderson · Mutual fund | $1.5M | 6.2% |
| DFA Dimensional · Mutual fund | $1.1M | 4.6% |
| BlackRock BlackRock · Mutual fund | $831K | 3.4% |
| DWS DWS · Other | $800K | 3.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.