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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $890 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
DUNCAN ACCOUNTING & TAX SERVICES1+ years Filed as: DUNCAN ACCOUNTING & TAX SERVICES, I Service code 27 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 15642 | Advisory (Plan) | $0 |
RELIANCE CUSTODY1+ years Filed as: RELIANCE CUSTODY FEES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
5 funds of $250K or more; 25 lines in all, holding $4.3M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Standard Ontrack Amer Retire 50 CIT StanCorp (Meiji Yasuda) · Insurance contract | $1.0M | 24.1% |
| Standard Ontrack Amer Retire 30 CIT StanCorp (Meiji Yasuda) · Insurance contract | $660K | 15.5% |
| Standard Ontrack Amer Retire 45 CIT StanCorp (Meiji Yasuda) · Insurance contract | $606K | 14.2% |
| Standard Ontrack Amer Retire 40 CIT StanCorp (Meiji Yasuda) · Insurance contract | $403K | 9.4% |
| Standard Ontrack Amer Retire 20 CIT StanCorp (Meiji Yasuda) · Insurance contract | $256K | 6.0% |
| Standard Ontrack Amer Retire 25 CIT StanCorp (Meiji Yasuda) · Insurance contract | $233K | 5.5% |
| Standard Ontrack Amer Retire 65 CIT StanCorp (Meiji Yasuda) · Insurance contract | $197K | 4.6% |
| Standard Ontrack Amer Retire 55 CIT StanCorp (Meiji Yasuda) · Insurance contract | $169K | 4.0% |
| Standard Ontrack Amer Retire 35 CIT StanCorp (Meiji Yasuda) · Insurance contract | $122K | 2.9% |
| Standard Ontrack Amer Retire 15 CIT StanCorp (Meiji Yasuda) · Insurance contract | $121K | 2.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.