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| Provider | Service type | Compensation |
|---|---|---|
RETIRERIGHT LLC5 years Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 | Consulting | $75,535 |
T ROWE PRICE RPS INC9+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $43,852 |
BATES CARTER8 years Service code 10 PO DRAW 2396 · GAINSVILLE, GA 30503 | Accounting | $13,000 |
27 funds of $250K or more; 19 lines in all, holding $124M of the plan's $126M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $93.1M | 75.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 4.5% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $5.6M | 4.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.2M | 3.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.5M | 2.0% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $2.3M | 1.9% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.8M | 1.4% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $1.7M | 1.4% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $1.6M | 1.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.