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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 P.O. BOX 1517 · ALBEMARLE, NC 280021517 | Advisory (Plan) | $19,651 |
AMERICAN TRUST COMPANY4 years Service code 13 · EIN 62-0951563 | Contract Administrator | $14,927 |
5 funds of $250K or more; 16 lines in all, holding $3.5M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $686K | 19.5% |
| MetLife UTC Stable Value Trust MetLife · Stable value Stable value | $659K | 18.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $554K | 15.8% |
| UTC Wealth Preservation Target Risk - Moderate II Fund Manager not matched · Collective trust | $375K | 10.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $252K | 7.2% |
| DFA US Large Cap Value I Fund Dimensional · Mutual fund | $249K | 7.1% |
| Eupac Fund Capital Group · Mutual fund | $212K | 6.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $97K | 2.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $97K | 2.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 2.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.