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| Provider | Service type | Compensation |
|---|---|---|
ACUITY ADVISORS5 years Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.) | $42,956 |
MENKE & ASSOCIATES, INC.8 years Service code 13 · EIN 33-0204776 | Contract Administrator | $27,043 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $7,700 |
1 fund holds $2.5M of the plan's $24.9M. From the 2025 filing. Recordkeeper: Menke & Associates.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Mutual Fund Manager not matched · Money market | $2.5M | 100.0% |
No lineup changes between the 2024 and 2025 filings.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.