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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC6 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $11,828 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $6,500 |
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $4,058 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,127 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $490 |
13 funds of $250K or more; 17 lines in all, holding $9.0M of the plan's $9.2M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 12 vintages | $4.3M | 48.3% |
| IS American United Life Insurance Co. Fidelity 500 Index Fidelity (FMR) · Insurance contract Index | $806K | 8.9% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Insurance contract | $661K | 7.3% |
| American Century Mid Cap Value Fund American Century · Insurance contract | $660K | 7.3% |
| Traditional investment contracts: American United Life Insurance Co. Fixed Account Manager not matched · Insurance contract | $629K | 7.0% |
| American United Life Insurance Co. Stable Value Account Manager not matched · Insurance contract | $475K | 5.3% |
| NEW Perspective Fund Class R-6 Capital Group · Insurance contract | $269K | 3.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Insurance contract | $243K | 2.7% |
| T. Rowe Price Equity Income Fund-I Class T. Rowe Price · Insurance contract | $240K | 2.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Insurance contract | $229K | 2.5% |
Covers 61,314 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.
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.
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.