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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2351 NW BOCA RATON BLVD · BOCA RATON, FL 33431 | Advisory (Plan) | $29,465 |
STADION MONEY MANAGEMENT11+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $25,707 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,971 |
Filed as: MESIROW Service code 50 · EIN 36-3429599 | Direct Payment | $2,673 |
8 funds of $250K or more; 16 lines in all, holding $12.9M of the plan's $12.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street State Street (SSgA) · Mutual fund | $7.4M | 57.3% |
| Retirement Right Manager not matched · Other | $1.7M | 13.0% |
| Vanguard Vanguard · Mutual fund | $961K | 7.4% |
| Harbor Harbor Capital · Other | $701K | 5.4% |
| T. Rowe Price T. Rowe Price · Mutual fund | $483K | 3.7% |
| Franklin Franklin Templeton · Mutual fund | $365K | 2.8% |
| Participant's Loan Account Manager not matched · Other | $360K | 2.8% |
| Invesco Invesco · Mutual fund | $358K | 2.8% |
| John Hancock John Hancock (Manulife) · Mutual fund | $241K | 1.9% |
| Callan GlidePath Manager not matched · Other | $194K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.