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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,262 |
NFP RETIREMENT INC2+ years Service code 99 · EIN 33-0905143 | Other Fees | $17,885 |
9 funds of $250K or more; 22 lines in all, holding $7.3M of the plan's $7.6M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $1.6M | 21.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $947K | 13.1% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $938K | 12.9% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $866K | 11.9% |
| Large Cap Value I1 Manager not matched · Collective trust | $602K | 8.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $477K | 6.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $419K | 5.8% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $406K | 5.6% |
| Balanced ESG Fund I1 Manager not matched · Collective trust | $300K | 4.1% |
| John Hanck Dis Val Md Cp Fd R6 Manager not matched · Mutual fund | $248K | 3.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.