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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $528,858 |
MORNINGSTAR11+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $30,372 |
WIPFLI LLP10+ years Service code 10 P.O. BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $25,864 |
MERCER11+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $25,000 |
29 funds of $250K or more; 19 lines in all, holding $1.01B of the plan's $1.07B. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $477M | 47.1% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $139M | 13.7% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $92.4M | 9.1% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $70.5M | 7.0% |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $48.5M | 4.8% |
| Vanguard Ftse All-World ex-US Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $29.2M | 2.9% |
| Jpmcb U.S. Active Core Equity Fund JPMorgan · Collective trust | $28.7M | 2.8% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Collective trust | $25.2M | 2.5% |
| Vanguard Small-Cap Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $24.4M | 2.4% |
| William Blair Small Cap Growth Fund William Blair · Mutual fund | $16.2M | 1.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price New Horizons Fund | $19.8M |
| AddedWilliam Blair Small Cap Growth Fund | $16.2M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.