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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $48,241 |
11 funds of $250K or more; 14 lines in all, holding $8.0M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Greenleaf Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $3.4M | 42.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 22.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $497K | 6.2% |
| Current Hartford Dividend and Growth R6 Hartford Funds · Mutual fund | $476K | 6.0% |
| 629-4596 instructions Richland Manager not matched · Other | $445K | 5.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 3.8% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $273K | 3.4% |
| & - SL- Hors imothy Harding v Manager not matched · Other | $240K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $161K | 2.0% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $146K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.