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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $26,999 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,347 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
18 funds of $250K or more; 25 lines in all, holding $12.0M of the plan's $12.6M. From the 2024 filing. Recordkeeper: Sageview Advisory Group.
Target-date series: BlackRock LifePath Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $5.7M | 47.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.3M | 10.4% |
| GG Trp Lcg CIT S T. Rowe Price · Collective trust | $900K | 7.5% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $586K | 4.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $425K | 3.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $365K | 3.0% |
| Pioneer Strategic Income Fund: Class K Victory Capital · Mutual fund | $338K | 2.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $338K | 2.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $290K | 2.4% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $290K | 2.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.