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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,266 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $53,175 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $18,113 |
11 funds of $250K or more; 15 lines in all, holding $15.3M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $4.7M | 30.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 13.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 11.0% |
| Neuberger Berman Management Neuberger Lrg Cap Val Inst Fd Neuberger Berman · Mutual fund | $1.7M | 10.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 8.6% |
| Registered Investment Company Eaton Vance Morgan Stanley · Mutual fund | $818K | 5.3% |
| Heartland MID CAP Value Fund Institutional Class Manager not matched · Mutual fund | $690K | 4.5% |
| American Funds NewWorld R6 Capital Group · Mutual fund | $590K | 3.8% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $523K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $511K | 3.3% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNeuberger Berman Management Neuberger Lrg Cap Val Inst Fd | $1.7M |
| DroppedNeuberger Berman Management Neub Berm Lg Cp Val Inst Fund | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,553 | $83,158-81.3% | $167,512-90.7% | $102,872-84.9% |
| Participation rate | 81.2% | 70.1%+11.1pp | 77.1%+4.1pp | 73.0%+8.2pp |
| Annual return | 12.92% | 21.37%-8.5pp | 1615.79%-1602.9pp | 19.06%-6.1pp |
| Employer contribution / active EE | $637 | $2,233-71.5% | $3,882-83.6% | $3,526-81.9% |
| Participant deferral / active EE | $1,778 | $5,132-65.4% | $6,405-72.2% | $5,535-67.9% |
| Admin fee / account holder | $133 | $109+22.1% | $9,769-98.6% | $292-54.4% |