Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,078 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,132 |
3 funds of $250K or more; 7 lines in all, holding $6.2M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price T. Rowe Price · Mutual fund | $2.2M | 34.8% |
| Vanguard Vanguard · Mutual fund | $2.1M | 33.8% |
| American Funds Capital Group · Mutual fund | $1.5M | 24.6% |
| Cohen & Steers Cohen & Steers · Mutual fund | $199K | 3.2% |
| American Manager not matched · Other | $117K | 1.9% |
| Participant's Loan Account Manager not matched · Other | $86K | 1.4% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.