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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,053 |
Filed as: ALLIANT INSURANCE SERVICES Service code 64 PO BOX 745977 · LOS ANGLES, CA 900745977 | Recordkeeping Fees | $1,930 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
6 funds of $250K or more; 22 lines in all, holding $5.5M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.2M | 22.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $998K | 18.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $824K | 15.1% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $417K | 7.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $368K | 6.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $356K | 6.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $271K | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $171K | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $170K | 3.1% |
| American Eupac Fund R6 Manager not matched · Mutual fund | $139K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.