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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,750 |
10 funds of $250K or more; 13 lines in all, holding $12.1M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.9M | 89.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $435K | 3.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $244K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $92K | 0.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $83K | 0.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $75K | 0.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $68K | 0.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $55K | 0.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $42K | 0.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $39K | 0.3% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.