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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC6 years Service code 15 · EIN 81-1939215 | Recordkeeping | $41,170 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,637 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,960 |
5 funds of $250K or more; 23 lines in all, holding $3.1M of the plan's $3.2M. From the 2024 filing. Recordkeeper: Compass 360.
Target-date series: Vanguard Target Retirement, other, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $2.6M | 83.4% |
| MFS Growth Fund MFS (Sun Life) · Insurance contract | $86K | 2.8% |
| John Hancock Disciplined Value John Hancock (Manulife) · Insurance contract | $67K | 2.2% |
| Vanguard 500 Index Admiral Vanguard · Insurance contract Index | $43K | 1.4% |
| Vanguard Total Stock Market Index Admiral Vanguard · Insurance contract Index | $29K | 0.9% |
| Allspring Special Mid Cap Value Allspring · Insurance contract | $27K | 0.9% |
| DFA International Value Port Dimensional · Insurance contract | $21K | 0.7% |
| DFA Emerging Markets Portfolio Dimensional · Insurance contract | $21K | 0.7% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $19K | 0.6% |
| DFA Global Real Estate Securities Dimensional · Insurance contract | $18K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.