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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,856 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,461 |
7 funds of $250K or more; 15 lines in all, holding $8.2M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $6.4M | 78.6% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $537K | 6.6% |
| Stable Value R1 Fund Great Gray · Stable value Stable value | $366K | 4.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $219K | 2.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $122K | 1.5% |
| Great Gray Euro Growth R6 Great Gray · Collective trust | $94K | 1.2% |
| Mid Cap Growth Fund R1 Great Gray · Collective trust | $80K | 1.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $78K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $77K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $68K | 0.8% |
Covers 60,908 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.