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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK10+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $48,835 |
9 funds of $250K or more; 15 lines in all, holding $6.2M of the plan's $6.4M. From the 2024 filing. Recordkeeper: 1st Source Bank.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Morley Stable Value Fund Class 25 Principal · Stable value Stable value | $1.7M | 28.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $1.5M | 24.4% |
| Growth Fund OF America Capital Group · Mutual fund | $730K | 11.8% |
| Neuberger Mid Cap Growth Fund Neuberger Berman · Mutual fund | $389K | 6.3% |
| Goldman Sachs Small Cap Value Fund Goldman Sachs · Mutual fund | $366K | 5.9% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $342K | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $250K | 4.0% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $205K | 3.3% |
| shares) Mutual Funds American Funds EuroPacific Growth Fund-Class R-6 Capital Group · Mutual fund | $188K | 3.0% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $133K | 2.2% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.