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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVE · NEW YORK, NY 10017 | Contract Administrator | $196,298 |
19 funds of $250K or more; 18 lines in all, holding $20.4M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $10.1M | 49.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 9.3% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.2M | 5.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $1.0M | 5.0% |
| maturity date, rate of interest, Cost (e) American 2020 Target Date Retirement I Manager not matched · Mutual fund | $930K | 4.6% |
| Fidelity International Index InstlPrm Fidelity (FMR) · Mutual fund Index | $790K | 3.9% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $781K | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $752K | 3.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $750K | 3.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $653K | 3.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.