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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $19,474 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,732 |
9 funds of $250K or more; 15 lines in all, holding $4.6M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Pensionmark Financial Group.
Target-date series: MFS Lifetime, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 9 vintages | $3.8M | 82.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $272K | 6.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $106K | 2.3% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $99K | 2.2% |
| Pioneer Fundamental Growth Fund Victory Capital · Mutual fund | $72K | 1.6% |
| Nuveen Inflation Linked TIAA (Nuveen) · Mutual fund | $54K | 1.2% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $50K | 1.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $39K | 0.9% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $29K | 0.6% |
| New World Fund Inc Capital Group · Mutual fund | $28K | 0.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.