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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT CENTER INC3+ years Filed as: THE INVESTMENT CENTER, INC. Service code 26 | Advisory (Participants) | $306,125 |
RPG CONSULTANTS3+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $196,560 |
MG TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $35,129 |
QBOX FIDUCIARY SOLUTIONS, LLC3+ years Service code 31 · EIN 46-2486380 1020 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Named fiduciary | $33,575 |
AUSTIN 3(16) FIDUCIARY LIMITED3+ years Service code 31 · EIN 46-2981114 119 ELAINE DRIVE · OCEANSIDE, NY 11572 | Named fiduciary | $18,964 |
39 funds of $250K or more; 53 lines in all, holding $71.3M of the plan's $72.2M. From the 2025 filing. Recordkeeper: RPG Consultants.
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Fidelity (FMR) · Mutual fund Target-date, 4 vintages | $11.0M | 15.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.8M | 15.2% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $10.3M | 14.5% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $8.9M | 12.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 1 vintage | $6.8M | 9.5% |
| Vanguard Russell Vanguard · Mutual fund | $4.9M | 6.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.6% |
| Vanguard Total Intl Stock Market ETF Vanguard · ETF Index | $1.4M | 2.0% |
| Fidelity International Capital Appreication Fidelity (FMR) · Mutual fund | $1.2M | 1.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.