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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $189,181 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $50,000 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $42,850 |
BDO USA, LLP1 year Filed as: BDO USA Service code 49 · EIN 13-5381590 | Other Services | $13,500 |
22 funds of $250K or more; 13 lines in all, holding $101M of the plan's $111M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $37.3M | 37.0% |
| Common/Collective Trust SEI Trust Company Allspring · Collective trust | $15.8M | 15.7% |
| Nyli Winslow Large Cap Growth Fund Class R1 TIAA (Nuveen) · Mutual fund Possible retail class R1 | $14.1M | 14.0% |
| Prin/BR S&P 500 Index CIT N SEI · Collective trust Index | $12.9M | 12.9% |
| Carillon Eagle MidCaGwth R6 Fd Raymond James · Mutual fund | $4.6M | 4.6% |
| John Hancock Disc Vl R6 Fund John Hancock (Manulife) · Mutual fund | $4.4M | 4.3% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $3.6M | 3.6% |
| Pgim Investments Pgim Total Ret Bond R6 Fd Prudential (PGIM) · Mutual fund | $3.4M | 3.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 2.2% |
| Prin/BR S&P Mid Index CIT N SEI · Collective trust Index | $981K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.