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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 91-1998294 | Advisory (Plan) | $41,809 |
8 funds of $250K or more; 20 lines in all, holding $7.8M of the plan's $8.2M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.0M | 24.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 14.8% |
| Vanguard Short-Term Bond Index Fund Institutional Shares Vanguard · Mutual fund Index | $918K | 11.7% |
| PIMCO Short Term Bond Fund PIMCO (Allianz) · Mutual fund | $663K | 8.4% |
| Growth Portfolio Morgan Stanley · Mutual fund | $597K | 7.6% |
| T. Rowe Price Mid-Cap Equity Growth T. Rowe Price · Mutual fund | $540K | 6.9% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $284K | 3.6% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $282K | 3.6% |
| The Vanguard Group Vanguard Interm-Term Bond Index Vanguard · Mutual fund Index | $203K | 2.6% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $194K | 2.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.