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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $36,522 |
NEXT FINANCIAL GROUP INC1 year Filed as: NEXT FINANCIAL GROUP INC. Service code 16 · EIN 54-1900002 | Consulting | $12,492 |
SB ADVISORY, LLC1 year Filed as: SB ADVISORY Service code 16 · EIN 35-2312635 | Consulting | $10,411 |
11 funds of $250K or more; 28 lines in all, holding $8.5M of the plan's $8.6M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Goldmansachs Lrg Cap GR Ins R6 Mutual Fund Shares Goldman Sachs · Mutual fund | $1.7M | 19.6% |
| American Funds Amerfds New Perspective R6 Mutual Fund Shares Capital Group · Mutual fund | $1.1M | 12.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.0M | 12.2% |
| Columbia Intg Lgcpgrth Inst 3 Ameriprise (Columbia Threadneedle) · Mutual fund | $691K | 8.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $629K | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $582K | 6.8% |
| American Funds Amerfds American Balanced R6 Mutual Fund Shares Capital Group · Mutual fund | $495K | 5.8% |
| American United Stable Value Fund Manager not matched · Insurance contract | $395K | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $386K | 4.5% |
| American Funds Amerfds Washington Mutual R6 Mutual Fund Shares Capital Group · Mutual fund | $364K | 4.3% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Intg Lgcpgrth Inst 3 | $691K |
| DroppedColumbia Intg Lgcp Grth Inst 3 | $643K |
| AddedAmerican Amerfds Eupac R6 Mutual Fund | $300K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.