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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,275 |
4 funds of $250K or more; 13 lines in all, holding $3.7M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.6M | 43.6% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $868K | 23.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $269K | 7.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $234K | 6.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $124K | 3.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $121K | 3.2% |
| Large Cap Value R6 Manager not matched · Mutual fund | $117K | 3.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $100K | 2.7% |
| Vanguard Infl Protection Sec Adm N/R Vanguard · Mutual fund Recordkeeper's own fund | $75K | 2.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $67K | 1.8% |
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.
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.