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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,952 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,351 |
20 funds of $250K or more; 18 lines in all, holding $14.3M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.9M | 41.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 11.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 7.1% |
| Transamerica Stable Value Strategy Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.0M | 7.0% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $844K | 5.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $816K | 5.7% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $572K | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $548K | 3.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $436K | 3.0% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $385K | 2.7% |
Covers 60,908 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.
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.