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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,949 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $19,500 |
AVID WEALTH PARTNERS LLC2 years Service code 26 · EIN 85-1104557 | Advisory (Participants) | $17,725 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,442 |
TACTIVE ADVISORS LLC1 year Service code 26 · EIN 85-0638743 | Advisory (Participants) | $5,528 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,098 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
26 funds of $250K or more; 17 lines in all, holding $48.1M of the plan's $50.5M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.4M | 23.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.2M | 23.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $6.3M | 13.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 7.6% |
| International Eq R1 Manager not matched · Collective trust | $2.9M | 6.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 5.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.5M | 5.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $1.8M | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 2.1% |
| Mid Cap Growth R1 Manager not matched · Collective trust | $920K | 1.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.