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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $273,382 |
25 funds of $250K or more; 20 lines in all, holding $74.0M of the plan's $74.5M. From the 2024 filing. Recordkeeper: Greenleaf Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $41.8M | 56.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.1M | 15.0% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $3.3M | 4.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 3.9% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 3.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.7% |
| Northern Institutional Treasury Portfolio Manager not matched · Money market | $1.2M | 1.7% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $1.0M | 1.4% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.