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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,461 |
21 funds of $250K or more; 14 lines in all, holding $41.7M of the plan's $42.1M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $25.9M | 62.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $5.7M | 13.7% |
| Van Target Retire Inc - Inv Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $2.2M | 5.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.2M | 2.9% |
| Vanguard Value Index Fund Admr Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.0M | 2.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $943K | 2.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $885K | 2.1% |
| Vanguard Small Cap Index Admrl Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $842K | 2.0% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $712K | 1.7% |
| Vanguard IT Bond Index Adm Mutual Funds Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $687K | 1.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.