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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $9,172 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,774 |
11 funds of $250K or more; 20 lines in all, holding $14.0M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Northwestern Mutual Investment Serv.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $11.0M | 78.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $393K | 2.8% |
| Vanguard High Dividend Yield Index Fund Admiral Shares Vanguard · Mutual fund Index | $368K | 2.6% |
| Van Div Apprec Index - Admiral Vanguard · Mutual fund Index | $357K | 2.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $354K | 2.5% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $351K | 2.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $214K | 1.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $208K | 1.5% |
| FID 500 IND Fidelity (FMR) · Other | $185K | 1.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $167K | 1.2% |
Added 2 funds, dropped 4 funds, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund Investor Shares | $1.2M |
| DroppedVanguard Windsor II Fund Admiral Shares | $765K |
| ReplacedHighFidelity 500 Index Fund to Van Div Apprec Index - Admiral | $474K to $357K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.