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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $18,484 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,477 |
4 funds of $250K or more; 14 lines in all, holding $3.1M of the plan's $3.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.8M | 58.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $848K | 27.1% |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I TIAA (Nuveen) · Mutual fund Possible retail class A | $290K | 9.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $52K | 1.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $41K | 1.3% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $16K | 0.5% |
| Vanguard Value Fund Vanguard · Mutual fund Recordkeeper's own fund | $14K | 0.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $9K | 0.3% |
| Emerging Markets Small Cap Portfolio - Institutional Class Dimensional · Mutual fund Possible retail class A | $7K | 0.2% |
| JHancock JHancock High Yield 1 Manager not matched · Other | $7K | 0.2% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.