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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: NORTH AMERICAN PENSION SERVICES LLC Service code 16 2542 S ROCHESTER RD · ROCHESTER HILLS, MI 48307 | Consulting | $181,748 |
USI CONSULTING GROUP2 years Service code 16 ONE SEAGATE · TOLEDO, OH 43604 | Consulting | $132,000 |
Filed as: GREGORY J SCHWARTZ & CO., INC Service code 27 3707 WEST MAPLE · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $55,287 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $52,905 |
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $37,520 |
25 funds of $250K or more; 19 lines in all, holding $125M of the plan's $126M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $109M | 87.2% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $3.2M | 2.5% |
| T. Rowe Price Equity Index 500 Fund N/R T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $3.1M | 2.5% |
| Columbia Threadneedle Global Technology Growth Fund Institutional N/R Ameriprise (Columbia Threadneedle) · Mutual fund | $2.2M | 1.7% |
| MFS Growth Fund Class R6 N/R MFS (Sun Life) · Mutual fund | $1.4M | 1.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.1% |
| Mutual Funds Trust Growth Fund Investor N/R Manager not matched · Mutual fund | $1.4M | 1.1% |
| Diversified Mid Cap Growth Fund N/R T. Rowe Price · Mutual fund Recordkeeper's own fund | $641K | 0.5% |
| T. Rowe Price Small-Cap Value Fund N/R T. Rowe Price · Mutual fund Recordkeeper's own fund | $410K | 0.3% |
| Spectrum International Equity Fund N/R T. Rowe Price · Mutual fund Recordkeeper's own fund | $370K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.