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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS & CO INC Service code 27 1 N BRENTWOOD BLVD STE 850 · ST LOUIS, MO 63105 | Advisory (Plan) | $119,438 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $29,159 |
23 funds of $250K or more; 16 lines in all, holding $36.7M of the plan's $37.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $13.7M | 37.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $4.1M | 11.2% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $4.1M | 11.1% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $2.5M | 7.0% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.7M | 4.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 4.3% |
| Franklin Rising Dividends Fund Class R6 Franklin Templeton · Mutual fund | $1.5M | 4.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 4.0% |
| Franklin Small-MID CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.3M | 3.6% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $1.3M | 3.6% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.