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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,025 |
16 funds of $250K or more; 32 lines in all, holding $13.8M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.6M | 32.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $2.0M | 14.8% |
| T. Rowe Price T. Rowe Price Comm Tech Fd T. Rowe Price · Mutual fund | $1.2M | 8.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 7.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $966K | 7.0% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $386K | 2.8% |
| Vanguard Energy Opportunities Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $348K | 2.5% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $323K | 2.3% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $319K | 2.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $283K | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.