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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARNES PETTEY FINANCIAL ADVISORS LL Service code 27 P.O. BOX 2564 · OXFORD, MS 38655 | Advisory (Plan) | $14,711 |
HUB INTERNATIONAL2 years Filed as: HUB INTERNATIONAL MIDWEST LTD DBA H Service code 13 2430 MALL DRIVE, STE. 280 · CHARLESTON, SC 29406 | Contract Administrator | $6,225 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,762 |
4 funds of $250K or more; 5 lines in all, holding $1.9M of the plan's $2.8M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.8M | 93.4% |
| s Capital Bank & Trust Blackrock Mid-Cap Growth Equity BlackRock · Collective trust | $74K | 3.9% |
| MFS Core Equity Fund MFS (Sun Life) · Mutual fund | $36K | 1.9% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $11K | 0.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3K | 0.2% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.