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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,407 |
HAYS FINANCIAL GROUP3 years Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,724 |
4 funds of $250K or more; 9 lines in all, holding $15.7M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund | $11.7M | 74.6% |
| JP Morgan JPMorgan · Other | $1.8M | 11.4% |
| American Funds Capital Group · Mutual fund | $1.3M | 8.5% |
| Baird Baird · Mutual fund | $323K | 2.1% |
| Participant's Loan Account Manager not matched · Other | $138K | 0.9% |
| T. Rowe Price T. Rowe Price · Mutual fund | $131K | 0.8% |
| BlackRock BlackRock · Mutual fund | $128K | 0.8% |
| Cohen & Steers Cohen & Steers · Mutual fund | $105K | 0.7% |
| Attachment to 2024 Form Manager not matched · Other | $28K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.