Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-6817943 12711 N MERDIAN ST · CARMEL, IA 460329181 | Recordkeeping | $0 |
8 funds of $250K or more; 15 lines in all, holding $6.4M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $2.1M | 32.8% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 17.1% |
| American Funds U.S. Government Money Market Fund Class R-3 Capital Group · Money market Recordkeeper's own fund | $783K | 12.3% |
| Fundamental Investors Capital Group · Other Recordkeeper's own fund | $640K | 10.0% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Recordkeeper's own fund | $382K | 6.0% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Recordkeeper's own fund | $231K | 3.6% |
| Income Fund OF America Class R-3 Capital Group · Mutual fund Recordkeeper's own fund | $217K | 3.4% |
| The Bond Fund of America Manager not matched · Mutual fund | $199K | 3.1% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund Recordkeeper's own fund | $190K | 3.0% |
| U.S. Government Securities Fund Manager not matched · Mutual fund | $167K | 2.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds | $506K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.