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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL INVESTMENT, MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7,831 |
AMERITAS LIFE INSURANCE CORP10+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $5,908 |
2 funds of $250K or more; 27 lines in all, holding $2.0M of the plan's $2.1M. From the 2025 filing. Recordkeeper: Ameritas Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Elite CIT With Vanguard Funds 2045 Vanguard · Collective trust | $359K | 17.7% |
| Elite CIT With Vanguard Funds 2035 Vanguard · Collective trust | $311K | 15.3% |
| Elite CIT With Vanguard Funds 2055 Vanguard · Collective trust | $178K | 8.8% |
| Elite CIT With Vanguard Funds 2030 Vanguard · Collective trust | $176K | 8.7% |
| Elite CIT With Vanguard Funds 2025 Vanguard · Collective trust | $141K | 6.9% |
| Alger Cap App Portfolio I-2 Manager not matched · Separate account | $109K | 5.4% |
| Carillon Eagle Mid Cap Growth Fund Class I Raymond James · Separate account | $81K | 4.0% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Separate account | $72K | 3.5% |
| Elite CIT With Vanguard Funds 2060 Vanguard · Collective trust | $65K | 3.2% |
| Baron Small Cap, Retail Shares Manager not matched · Separate account | $61K | 3.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.