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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,049 |
Filed as: ALLIANT RETIREMENT SERVICES. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $14,840 |
8 funds of $250K or more; 18 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.0M | 50.9% |
| Vanguard LifeStrategy 80/20 Investor Vanguard · Mutual fund Recordkeeper's own fund | $716K | 12.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $489K | 8.4% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $289K | 5.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $265K | 4.5% |
| ClearBridge Large Cap Growth Fund Class IS Franklin Templeton · Mutual fund | $244K | 4.2% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $161K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $144K | 2.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $112K | 1.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $96K | 1.7% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard LifeStrategy 80/20 Investor | $716K |
| AddedVanguard 500 Index Fund Admiral Shares | $489K |
| AddedVanguard Growth Index Fund Admiral Shares | $265K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.