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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $12,728 |
8 funds of $250K or more; 14 lines in all, holding $5.7M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Milliman.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $3.2M | 55.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $636K | 11.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $489K | 8.6% |
| e) Current Investments at fair value Fidelity Growth Co Fund Fidelity (FMR) · Mutual fund | $449K | 7.9% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $187K | 3.3% |
| Loomis Sayles Small Cap Growth Fund Institutional Class Natixis IM · Mutual fund | $148K | 2.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $146K | 2.6% |
| PIMCO RAE US Fund Institutional Class PIMCO (Allianz) · Mutual fund | $130K | 2.3% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $121K | 2.1% |
| MassMutual Select Mid Cap Growth Fund - Class R5 MassMutual · Mutual fund | $101K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.