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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,608 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $18,419 |
COMPASS 360, LLC3 years Service code 15 · EIN 81-1939215 | Recordkeeping | $3,825 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,792 |
Filed as: TRANSAMERICA TRUST CO Service code 21 · EIN 42-0947998 | Bank Trustee | $500 |
9 funds of $250K or more; 25 lines in all, holding $8.0M of the plan's $8.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.4M | 68.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $750K | 9.4% |
| Transamerica Stable Value Core Account Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $227K | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $227K | 2.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $217K | 2.7% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $194K | 2.4% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $168K | 2.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $151K | 1.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $114K | 1.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $108K | 1.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.