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| Provider | Service type | Compensation |
|---|---|---|
INSPERITY RETIREMENT SERVICES1+ years Service code 15 | Recordkeeping | $1,526 |
14 funds of $250K or more; 18 lines in all, holding $9.4M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $5.4M | 57.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 12.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $770K | 8.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $473K | 5.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $365K | 3.9% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $250K | 2.7% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $217K | 2.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $153K | 1.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $135K | 1.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $115K | 1.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.