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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,553 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,525 |
24 funds of $250K or more; 18 lines in all, holding $82.1M of the plan's $83.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $37.3M | 45.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12.4M | 15.1% |
| Vanguard Retirement Savings Trust Viii Fund Vanguard · Stable value Stable valueRecordkeeper's own fund | $6.0M | 7.3% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.4M | 6.6% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.5M | 5.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.9M | 4.8% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.5M | 4.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $2.6M | 3.1% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.2M | 2.7% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $969K | 1.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.