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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $19,425 |
FIRST BANK & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $14,776 |
2 funds of $250K or more; 8 lines in all, holding $2.0M of the plan's $2.2M. From the 2024 filing. Recordkeeper: First Bank & Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.1M | 55.8% |
| Collective Trust Fund Federated Hermes Federated Hermes · Stable value Stable value | $308K | 15.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $219K | 10.7% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $185K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $158K | 7.8% |
| JPMorgan Small Cap Equity Fund JPMorgan · Mutual fund | $14K | 0.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $13K | 0.6% |
| First Bank & Trust Money Market Manager not matched · Money market | $2K | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.