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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $51,513 |
15 funds of $250K or more; 21 lines in all, holding $13.1M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Greenleaf Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $4.6M | 35.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 22.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 7.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $840K | 6.4% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $767K | 5.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $689K | 5.2% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $469K | 3.6% |
| Northern Institutional Treasury Portfolio Manager not matched · Money market | $347K | 2.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $320K | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $274K | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.