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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $39,446 |
8 funds of $250K or more; 4 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: MoA Clear Passage, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $3.1M | 80.5% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $673K | 17.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $76K | 2.0% |
| HB&T Short-Term Income Fund Manager not matched · Collective trust | $157 | <0.1% |
Added 8 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 60/40 Mod Aggr MGD R1 | $3.6M |
| AddedDimensional Retirement Income Fund Institutional Class | $673K |
| AddedMoA Clear Passage 2025 Fund | $488K |
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 71,097 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.