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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,738 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,204 |
3 funds of $250K or more; 17 lines in all, holding $9.3M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $7.2M | 77.5% |
| Galliard Allspring · Other | $699K | 7.5% |
| T. Rowe Price T. Rowe Price · Mutual fund | $507K | 5.4% |
| Franklin Franklin Templeton · Mutual fund | $182K | 1.9% |
| Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $133K | 1.4% |
| MassMutual MassMutual · Mutual fund | $110K | 1.2% |
| PIMCO PIMCO (Allianz) · Mutual fund | $108K | 1.2% |
| John Hancock John Hancock (Manulife) · Mutual fund | $95K | 1.0% |
| BNY Mellon BNY · Other | $87K | 0.9% |
| American Funds Capital Group · Mutual fund | $37K | 0.4% |
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.
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.