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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 227 W MONROE ST STE 4350 · CHICAGO, IL 60606 | Investment Management | $55,903 |
CUMBERLAND ADVISORS10+ years Service code 28 · EIN 22-3564821 | Investment Management | $33,316 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $30,992 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 9445 DELEGATES ROW · INDIANAPOLIS, IN 46240 | Securities Custodian | $30,000 |
RIDGEWORTH9 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 96007 | Investment Management | $20,191 |
BRANDES INVESTMENT PARTNERS10+ years Service code 28 11988 EL CAMINO REAL · SAN DIEGO, CA 921919048 | Investment Management | $20,016 |
HEALTHSCOPE BENEFITS1 year Service code 13 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46268 | Contract Administrator | $16,662 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 5078 WOOSTER RD, STE 400 · CINNCINATI, OH 45226 | Legal | $15,815 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 450 E. 96TH ST, STE 200 · INDIANAPOLIS, IN 46240 | Accounting | $13,458 |
DORSEY & WHITNEY LLP7 years Filed as: DORSEY WRIGHT & ASSOCIATES Service code 28 790 E COLORADO BLVD 808 · PASADENA, CA 91101 | Investment Management | $10,061 |
7 funds of $250K or more; 68 lines in all, holding $38.8M of the plan's $63.2M. From the 2025 filing. Recordkeeper: Healthscope Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| Balances brought forward Manager not matched · Other | $32.9M | 84.8% |
| Money Market Manager not matched · Money market | $390K | 1.0% |
| GE Vernova Manager not matched · Other | $365K | 0.9% |
| Palantir Technologies Manager not matched · Other | $339K | 0.9% |
| Money Market / Cash Equivalents Manager not matched · Money market | $287K | 0.7% |
| BlackRock 266 BlackRock · Mutual fund | $261K | 0.7% |
| Vertex Pharmaceuticals Manager not matched · Other | $251K | 0.6% |
| Johnson & Johnson Manager not matched · Other | $221K | 0.6% |
| Hilton Worldwide Manager not matched · Other | $199K | 0.5% |
| Cadence Design Systems Manager not matched · Other | $197K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.