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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $90,841 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,304 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS CO Service code 27 PO BOX 51517 · LOS ANGELES, CA 90051 | Advisory (Plan) | $9,057 |
14 funds of $250K or more; 19 lines in all, holding $24.5M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: MFS Lifetime, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Victory S&P 500 Index Fund Class A Victory Capital · Mutual fund IndexPossible retail class A | $5.4M | 22.0% |
| MFS Aggressive Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $4.1M | 16.9% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $3.9M | 16.0% |
| MFS Moderate Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.4M | 9.9% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.2M | 4.8% |
| JPMorgan Small Cap Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $1.2M | 4.7% |
| Pioneer Select Mid Cap Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $1.2M | 4.7% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund | $1.1M | 4.6% |
| MFS International Intrinsic Equity Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.1M | 4.3% |
| Galliard Stable Return Fund J Allspring · Collective trust | $656K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.