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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP2+ years Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PAKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $49,143 |
HAYS FINANCIAL GROUP2+ years Filed as: THE HAYS FINANCIAL GROUP Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,405 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,205 |
14 funds of $250K or more; 22 lines in all, holding $15.3M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $5.1M | 33.4% |
| BlackRock Core Bond Portfolio Institutional Shares BlackRock · Mutual fund | $2.5M | 16.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 15.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 8.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $830K | 5.4% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $764K | 5.0% |
| JPMorgan Income Fund Class R6 JPMorgan · Mutual fund | $666K | 4.4% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $394K | 2.6% |
| 42 1468222 Pn 014 A Similar Part Manager not matched · Other | $304K | 2.0% |
| Victory RS Global Fund Class Y Victory Capital · Mutual fund | $286K | 1.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
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.