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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 26 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Advisory (Participants) | $54,216 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $32,000 |
43 funds of $250K or more; 83 lines in all, holding $106M of the plan's $107M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, other, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund Variable Vanguard · Mutual fund Index | $17.5M | 16.5% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $15.3M | 14.5% |
| College Retirement Equities Fund Variable TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.3M | 12.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.7M | 6.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Insurance contract Index | $5.6M | 5.2% |
| College Retirement Equities Fund Variable TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.5M | 4.2% |
| Fixed Fund Manager not matched · Insurance contract | $4.0M | 3.7% |
| Pooled Separate Accounts College Retirement Equities Fund Variable TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.8M | 2.6% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.5M | 2.4% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 8 vintages | $2.5M | 2.4% |
Added 6 funds, dropped 7 funds, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| AddedCollege Retirement Equities Fund Variable | $17.5M |
| AddedCollege Retirement Equities Fund Variable | $4.5M |
| AddedPooled Separate Accounts College Retirement Equities Fund Variable | $2.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines, 1 rename.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.