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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $12,963 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $9,125 |
CAPITAL BANK AND TRUST COMPANY1+ years Service code 21 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Bank Trustee | $0 |
2 funds of $250K or more; 19 lines in all, holding $1.9M of the plan's $2.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $1.6M | 87.8% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $68K | 3.6% |
| American Funds Growth and Income Portfolio Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $59K | 3.2% |
| American R4 " Capital Group · Mutual fund Recordkeeper's own fund | $24K | 1.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $21K | 1.1% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $11K | 0.6% |
| American Funds High-Income Trust R4 Capital Group · Collective trust Recordkeeper's own fund | $8K | 0.4% |
| Bond Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $7K | 0.4% |
| U.S. Government Securities Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $6K | 0.3% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $5K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.