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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-1200308 | Recordkeeping | $19,773 |
Service code 26 PO BOX 30474 · SPOKANE, WA 99223 | Advisory (Participants) | $19,341 |
1 fund of $250K or more; 14 lines in all, holding $814K of the plan's $851K. From the 2025 filing. Recordkeeper: Leading Retirement Solutions.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $669K | 82.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $84K | 10.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 2.5% |
| Wisconsin New York 950 W. Indian School Rd 3804 W Vliet St 175 Varick St. Manager not matched · Other | $10K | 1.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $10K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 1.2% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $2K | 0.3% |
| Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares Vanguard · Mutual fund | $2K | 0.3% |
| Dodge & Cox Global Bond Fund Class I Dodge & Cox · Mutual fund | $2K | 0.3% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $2K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.