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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,086 |
7 funds of $250K or more; 16 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $1.5M | 26.6% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $743K | 12.8% |
| Vanguard Total International Stock Index Fund Institutional Plus Shares Vanguard · Mutual fund IndexPossible retail class A | $699K | 12.1% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $637K | 11.0% |
| Vanguard International Growth Vanguard · Mutual fund Possible retail class A | $473K | 8.2% |
| Stable Value Collective Fund (underlying investments include) Manager not matched · Stable value Stable value | $454K | 7.8% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $364K | 6.3% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund Possible retail class A | $207K | 3.6% |
| T Rowe Price Mid Cap Growth Fund T. Rowe Price · Mutual fund Possible retail class A | $201K | 3.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $180K | 3.1% |
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.
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.