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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC4+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $44,373 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $33,819 |
CETERA FINANCIAL GROUP4+ years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799 | Investment Management | $23,790 |
8 funds of $250K or more; 19 lines in all, holding $4.5M of the plan's $4.8M. From the 2024 filing. Recordkeeper: North American Ktrade Alliance.
Target-date series: T. Rowe Price Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $4.1M | 90.4% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund | $73K | 1.6% |
| iShares Russell BlackRock · ETF Index | $70K | 1.5% |
| Fidelity Adivsor Energy Fidelity (FMR) · Mutual fund | $46K | 1.0% |
| Vanguard Small-Cap ETF Vanguard · ETF | $45K | 1.0% |
| Goldman Sachs GQG Partners International Opportunities Fund Goldman Sachs · Mutual fund | $43K | 1.0% |
| Vanguard Small-Cap Growth ETF Vanguard · ETF | $38K | 0.9% |
| iShares Select U.S. REIT ETF BlackRock · ETF | $32K | 0.7% |
| T Rowe Price Personal Strategy Growth T. Rowe Price · Mutual fund | $26K | 0.6% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $25K | 0.6% |
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.
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 auditor signed off without reservation. This is the cleanest opinion.