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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,794 |
22 funds of $250K or more; 18 lines in all, holding $58.9M of the plan's $59.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Nuveen Lifecycle Index, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $20.2M | 34.3% |
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $10.3M | 17.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $7.6M | 13.0% |
| Hartford Schroders International Stock Fund Class A Hartford Funds · Mutual fund Possible retail class A | $4.1M | 6.9% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.7M | 4.6% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.5M | 4.2% |
| John Hancock Disciplined Value Mid Cap Fund Class A John Hancock (Manulife) · Mutual fund Possible retail class A | $2.0M | 3.5% |
| Vanguard Mid-Cap Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $1.8M | 3.0% |
| Baird Mid Cap Growth Fund (A) Baird · Mutual fund Possible retail class A | $1.6M | 2.8% |
| Small CAP Growth Fund A Class American Century · Mutual fund Possible retail class A | $1.6M | 2.7% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 4 funds, dropped 2 funds, likely replaced 3 funds. Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| AddedNuveen Lifecycle Index 2045 Fund Class I | $20.2M |
| Share class changeNuveen Lifecycle Index 2035 Fund Class R6 to Nuveen Lifecycle Index 2015 Fund (A) | $14.0M to $11K |
| Share class changeJPMorgan Large Cap Growth Fund Class R6 to JPMorgan Large Cap Growth Fund Class A | $9.3M to $10.3M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,982 | $108,549+22.5% | $156,263-14.9% | $85,563+55.4% |
| Participation rate | 99.3% | 77.1%+22.2pp | 78.9%+20.4pp | 66.0%+33.3pp |
| Annual return | 17.25% | 21.79%-4.5pp | 59.47%-42.2pp | 31.51%-14.3pp |
| Employer contribution / active EE | $6,793 | $2,690+152.6% | $4,333+56.8% | $2,654+156.0% |
| Participant deferral / active EE | $10,185 | $4,800+112.2% | $6,158+65.4% | $4,375+132.8% |
| Admin fee / account holder | $37 | $650-94.2% | $14,255-99.7% | $834-95.5% |