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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 99 1300 THAMES STREET WHARF 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $23,084 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,925 |
Service code 99 675 15TH STREET, SUITE 2900 · DENVER, CO 80202 | Other Fees | $6,762 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,025 |
12 funds of $250K or more; 25 lines in all, holding $9.7M of the plan's $10.3M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Separate account Target-date, 11 vintages | $4.3M | 44.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $1.5M | 15.8% |
| JPMorgan US Equity R6 JPMorgan · Separate account | $1.1M | 11.1% |
| Vangrd 500 Index Fund Adm Manager not matched · Separate account Index | $608K | 6.3% |
| Inv Discovery MCp Grw F R6 Manager not matched · Separate account | $409K | 4.2% |
| Franklin Sm Cap Value Fnd R6 Hartford Funds · Separate account | $359K | 3.7% |
| Vangrd Mid-Cap Index Fund Adm Manager not matched · Separate account Index | $238K | 2.5% |
| Putnam Small Cap Growth Fnd R6 Franklin Templeton · Separate account | $236K | 2.4% |
| Pgim High Yield Fund R6 Prudential (PGIM) · Separate account | $171K | 1.8% |
| Vangrd Small-Cap Index Fnd Adm Manager not matched · Separate account Index | $160K | 1.7% |
Covers 60,908 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.