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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Filed as: EDWARD JONES & CO., LLP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $26,305 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,350 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 56-2755361 | Advisory (Participants) | $1,232 |
8 funds of $250K or more; 17 lines in all, holding $6.3M of the plan's $6.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.0M | 80.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $252K | 4.0% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $218K | 3.5% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $204K | 3.2% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $164K | 2.6% |
| Blue Chip Growth Fund Manager not matched · Mutual fund | $112K | 1.8% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund Index | $67K | 1.1% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $47K | 0.8% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $45K | 0.7% |
| Pooled Separate Accounts AF American Balanced Fund Manager not matched · Separate account | $43K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.