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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN FINANCIAL RISK MANAGEMENT Service code 15 1301 FIFTH AVENUE STE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $58,931 |
BENEFITS MANAGEMENT GROUP, INC.11+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 1520 KENSINGTON RD, SUITE 200 · OAK BROOK, IL 60523 | Plan Administrator | $28,800 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: GRAYSTONE CONSULTING, LLC Service code 28 505 MARKET ST, STE 300 · WEST DES MOINES, IA 50266 | Investment Management | $25,000 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 4200 UNIVERSITY AVE, SUITE 410 · WEST DES MOINES, IA 50266 | Accounting | $18,400 |
FOX ROTHSCHILD LLP4 years Filed as: FOX ROTHSCHILD, LLP Service code 29 321 N CLARK ST. STE 1600 · CHICAGO, IL 60654 | Legal | $15,000 |
Filed as: MATRIX TRUST Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $11,747 |
BRADLEY HAUGE, CPA11+ years Service code 10 · EIN 45-5512453 4807 MARY GREEN CT NE · CEDAR RAPIDS, IA 52401 | Accounting | $10,195 |
Filed as: WASHINGTON STREET INS. GROUP Service code 22 12800 81ST CT. · PALOS PARK, IL 60464 | Insurance Broker | $8,531 |
12 funds of $250K or more; 17 lines in all, holding $42.1M of the plan's $42.4M. From the 2024 filing. Recordkeeper: Milliman.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $40.9M | 97.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $351K | 0.8% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $243K | 0.6% |
| Nyli Epoch U.S. Equity Yield Fund New York Life · Mutual fund | $209K | 0.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $65K | 0.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $64K | 0.2% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $64K | 0.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $64K | 0.2% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $36K | <0.1% |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Federated Hermes · Mutual fund | $34K | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.