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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP11+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $10,152 |
1 fund holds $2.1M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Benefit Consultants Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| 2024 Assets Investments Manager not matched · Other | $2.1M | 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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.