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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 29 · EIN 39-1126909 | Legal | $56,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $36,219 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 10 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Accounting | $24,000 |
20 funds of $250K or more; 16 lines in all, holding $197M of the plan's $176M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $106M | 53.6% |
| Equity Index Fund Manager not matched · Collective trust Index | $19.5M | 9.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $16.2M | 8.2% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $14.2M | 7.2% |
| Stable Value Fund Manager not matched · Stable value Stable value | $7.1M | 3.6% |
| Janus Henderson Enterprise CF Class III Janus Henderson · Separate account | $6.5M | 3.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $6.3M | 3.2% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $4.7M | 2.4% |
| Small Cap Growth Fund Manager not matched · Mutual fund | $4.3M | 2.2% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $3.8M | 1.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.