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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRICE Service code 14 · EIN 52-1714114 P.O. BOX 64012 · BALTIMORE, MD 212644012 | Plan Administrator | $7,117 |
19 funds of $250K or more; 23 lines in all, holding $19.8M of the plan's $130M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.3M | 41.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 9.7% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.3M | 6.6% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $1.3M | 6.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 5.5% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $724K | 3.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $688K | 3.5% |
| JPMorgan Small Cap Value Fund Class R6 JPMorgan · Mutual fund | $675K | 3.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $536K | 2.7% |
| Global Technology - I Class Manager not matched · Mutual fund | $523K | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.