Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $20,113 |
COMPASS 360, LLC1+ years Filed as: COMPASS RET CONSULTING GROUP INC Service code 13 118 PORTSMOUTH AVE., STE D201 · STRATHAM, NH 03885 | Contract Administrator | $18,026 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 26 101 HUNTINGTON AVE, STE 401 · BOSTON, MA 02199 | Advisory (Participants) | $6,883 |
3 funds of $250K or more; 13 lines in all, holding $2.8M of the plan's $2.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $2.2M | 80.4% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $182K | 6.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $157K | 5.6% |
| AB US Large Cap Growth (W Series) G AllianceBernstein · Mutual fund | $57K | 2.1% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $38K | 1.4% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $25K | 0.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $21K | 0.7% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $20K | 0.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $16K | 0.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $12K | 0.4% |
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.
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.