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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,448 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $22,460 |
10 funds of $250K or more; 18 lines in all, holding $9.7M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.3M | 85.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $434K | 4.5% |
| Stable Value R1 Fund Great Gray · Stable value Stable value | $295K | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $125K | 1.3% |
| Large Cap Value R1 Fund Great Gray · Collective trust | $120K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $62K | 0.6% |
| Small Cap Value II R1 Fund Great Gray · Collective trust | $53K | 0.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $35K | 0.4% |
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.
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.