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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $26,373 |
3 funds of $250K or more; 10 lines in all, holding $2.5M of the plan's $2.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.8M | 70.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $359K | 14.3% |
| Vanguard MStar Growth Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $193K | 7.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $131K | 5.2% |
| Vanguard MStar Total Stock Mkt Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $43K | 1.7% |
| Vanguard MStar Small-Cap Growth Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $10K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9K | 0.4% |
| Vanguard MStar Value Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $2K | <0.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $754 | <0.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $745 | <0.1% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.