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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $36,968 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $18,339 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,234 |
PREMIER RETIREMENT PARTNERS6 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53719 | Contract Administrator | $2,916 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 13 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Contract Administrator | $1,844 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
5 funds of $250K or more; 20 lines in all, holding $11.9M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray RetirePilot Moderate Retirement Fund R1 Great Gray · Mutual fund Possible retail class R1 | $5.8M | 48.6% |
| Great Gray RetirePilot Moderate 2045 Fund R1 Great Gray · Mutual fund Possible retail class R1 | $1.9M | 16.4% |
| Great Gray Trust Company Retirepilot Mod 2035 Fund R1 Great Gray · Mutual fund Possible retail class R1 | $1.9M | 15.9% |
| Great Gray RetirePilot Moderate 2055 Fund R1 Great Gray · Mutual fund Possible retail class R1 | $965K | 8.1% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $315K | 2.7% |
| Core Bond Account Class R1 Great Gray · Mutual fund Possible retail class R1 | $208K | 1.8% |
| Great Gray RetirePilot Aggressive 2035 Fund R1 Great Gray · Mutual fund Possible retail class R1 | $172K | 1.5% |
| Great Gray RetirePilot Moderate 2065 Fund R1 Great Gray · Mutual fund Possible retail class R1 | $115K | 1.0% |
| Guaranteed Investment Contract KeyBank National Association Manager not matched · Insurance contract | $90K | 0.8% |
| Wilmington Trust Company Mid Cap Growth II CL R1 Fund Great Gray · Mutual fund Possible retail class R1 | $87K | 0.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.