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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $24,539 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,944 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
13 funds of $250K or more; 26 lines in all, holding $9.5M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Capfinancial Partners.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.6M | 16.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 14.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $841K | 8.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $739K | 7.8% |
| Par, or Maturity Value Manager not matched · Collective trust | $536K | 5.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $534K | 5.6% |
| Van Lifestrat Conserv GR - Inv Vanguard · Mutual fund | $483K | 5.1% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $445K | 4.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $352K | 3.7% |
| Federated Fed Inst High Yield Bond- R6 Federated Hermes · Mutual fund | $325K | 3.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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.