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| Provider | Service type | Compensation |
|---|---|---|
ACCEL WEALTH MANAGEMENT7 years Filed as: THE ACCEL GROUP Service code 27 · EIN 47-2112548 | Advisory (Plan) | $19,776 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $19,173 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
14 funds of $250K or more; 17 lines in all, holding $16.5M of the plan's $17.9M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.9M | 29.7% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $1.7M | 10.2% |
| American Funds Washington Mutual Investor R4 Capital Group · Mutual fund | $1.4M | 8.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 7.7% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $1.1M | 6.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $1.0M | 6.4% |
| Schwab S&P 500 Index Fund - Select S Charles Schwab · Mutual fund Index | $873K | 5.3% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $827K | 5.0% |
| Reliance TRT SVF Metlife 25157 Class 68 MetLife · Collective trust | $702K | 4.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.