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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $21,847 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $16,400 |
7 funds of $250K or more; 9 lines in all, holding $63.9M of the plan's $96.3M. From the 2025 filing. Recordkeeper: Alight.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $21.0M | 32.9% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $17.5M | 27.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $9.9M | 15.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $6.6M | 10.4% |
| Vanguard Ftse All-World ex-US Index Fund Investor Shares Vanguard · Mutual fund Index | $5.1M | 8.0% |
| Vanguard Total Bond Index Fund Vanguard · Mutual fund Index | $2.8M | 4.3% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $943K | 1.5% |
| Northern Trust Short Term Investment Fund Northern Trust · Collective trust | $65K | 0.1% |
| Time Deposit Open Account Manager not matched · Other | $47K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.