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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $104,955 |
VESTWELL1+ years Service code 15 · EIN 81-3062212 | Recordkeeping | $43,749 |
PEAK RETIREMENT GROUP1+ years Service code 15 · EIN 81-0831793 | Recordkeeping | $29,388 |
22 funds hold $37.2M of the plan's $38.9M. From the 2025 filing. Recordkeeper: Vestwell.
Target-date series: Principal LifeTime, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintages | $24.7M | 66.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 11.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.0M | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $949K | 2.6% |
| Guggenheim Total Return Bond Fund R6 Guggenheim · Mutual fund | $874K | 2.3% |
| Large Cap Growth Fund III Class R1 Manager not matched · Mutual fund Possible retail class R1 | $857K | 2.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $779K | 2.1% |
| Core Plus Bond Fund - R Manager not matched · Collective trust | $739K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $681K | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $460K | 1.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.