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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D. JONES & CO, L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $66,035 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,623 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $4,120 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $819 |
9 funds of $250K or more; 4 lines in all, holding $16.3M of the plan's $17.8M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $13.0M | 79.3% |
| interest, collateral, par, or Current similar party Manager not matched · Other | $3.3M | 20.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $49K | 0.3% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $20K | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.