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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,440 |
13 funds of $250K or more; 16 lines in all, holding $15.1M of the plan's $15.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $10.7M | 70.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.0M | 12.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $685K | 4.5% |
| Vanguard MStar Mid-Cap Value Index Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $466K | 3.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $294K | 1.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $223K | 1.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $182K | 1.2% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $134K | 0.9% |
| Goldman Sachs International Equity Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $98K | 0.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $76K | 0.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.