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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,777 |
MORNINGSTAR1 year Service code 27 22 W. WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $188 |
11 funds of $250K or more; 15 lines in all, holding $10.7M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.8M | 73.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $705K | 6.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $502K | 4.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $481K | 4.5% |
| investment including maturity date, rate of Vanguard Target Retire Inc Vanguard · Mutual fund | $415K | 3.9% |
| Admiral Fund Standard Stable Asset II Manager not matched · Insurance contract | $309K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $142K | 1.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $83K | 0.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $74K | 0.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $50K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.