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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $43,125 |
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $41,960 |
27 funds of $250K or more; 22 lines in all, holding $78.0M of the plan's $79.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $50.5M | 64.7% |
| PIMCO Stable Income II Founder PIMCO (Allianz) · Stable value Stable value | $8.5M | 10.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.1M | 9.0% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.8M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $968K | 1.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $921K | 1.2% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $842K | 1.1% |
| Great Gray EuroPacific Growth Trust Class R1 Capital Group · Collective trust | $667K | 0.9% |
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.
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.