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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $30,705 |
6 funds of $250K or more; 12 lines in all, holding $5.9M of the plan's $6.0M. From the 2025 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $1.4M | 24.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.4M | 23.4% |
| Vanguard Small-Cap Industry Vanguard · Mutual fund | $912K | 15.4% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $794K | 13.4% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $771K | 13.0% |
| Co-op Stable Income Fund - Norwest Manager not matched · Stable value Stable value | $509K | 8.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $43K | 0.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $35K | 0.6% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $35K | 0.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4K | <0.1% |
See the other 2 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,918 | $68,914-30.5% | $136,749-65.0% | $74,304-35.5% |
| Participation rate | 81.5% | 51.3%+30.1pp | 72.1%+9.3pp | 60.3%+21.1pp |
| Annual return | 10.16% | 16.34%-6.2pp | 24.33%-14.2pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,586 | $1,561+1.6% | $3,400-53.3% | $2,241-29.2% |
| Participant deferral / active EE | $4,466 | $2,541+75.8% | $4,692-4.8% | $3,767+18.6% |
| Admin fee / account holder | $267 | $3,149-91.5% | $11,386-97.7% | $2,969-91.0% |