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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $20,587 |
Filed as: NORTHWESTERN MUTUAL WM Service code 16 · EIN 39-2018056 | Consulting | $9,358 |
ADMIN PARTNERS, LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST · CHERRY HILL, NC 08002 | Contract Administrator | $25 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
5 funds of $250K or more; 22 lines in all, holding $4.3M of the plan's $4.3M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.8M | 65.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $414K | 9.7% |
| Nyli WMC Value Fund Class R6 New York Life · Mutual fund | $240K | 5.6% |
| Vanguard Smcap Value Index Adm Vanguard · Mutual fund Index | $148K | 3.5% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $109K | 2.5% |
| First Eagle Overseas Fund Class R6 First Eagle · Mutual fund | $106K | 2.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $81K | 1.9% |
| Guggenheim Total Ret Bond R6 Guggenheim · Mutual fund | $67K | 1.6% |
| Lord Abbett High Yield Fund Class R6 Lord Abbett · Mutual fund | $35K | 0.8% |
| American Amerfds New World R6 Mutual Fund Capital Group · Mutual fund | $31K | 0.7% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).