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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 20 STANWIX STREET, SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $13,388 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,207 |
Service code 15 · EIN 46-5061538 | Recordkeeping | $11,657 |
11 funds of $250K or more; 16 lines in all, holding $6.6M of the plan's $7.1M. From the 2024 filing. Recordkeeper: Twelve Points Wealth Management.
Target-date series: BlackRock LifePath Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $3.3M | 49.8% |
| Rate of Mutual Funds State Street State Street Eq State Street (SSgA) · Mutual fund | $754K | 11.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $599K | 9.1% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $549K | 8.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $291K | 4.4% |
| MFS MES Intl Diversification Fd R6 MFS (Sun Life) · Mutual fund | $188K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $166K | 2.5% |
| Nuveen Real Asset Income Fund Class R6 TIAA (Nuveen) · Mutual fund | $153K | 2.3% |
| Thornburg Strategic Income Fund - Class R6 Thornburg · Mutual fund | $139K | 2.1% |
| JPMorgan Emerging Mkts EqtyR6 N/R JPMorgan · Mutual fund | $108K | 1.6% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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.