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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,075 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $21,260 |
PENSION ASSURANCE LLP4 years Filed as: PENSION ASSURANCE, LLP Service code 50 5126 CLARETON DR · AGOURA HILLS, CA 91301 | Direct Payment | $9,942 |
12 funds of $250K or more; 23 lines in all, holding $11.4M of the plan's $11.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.9M | 69.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.1M | 9.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $551K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $545K | 4.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $330K | 2.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $140K | 1.2% |
| Neuberger Genesis Fund Class R6 Neuberger Berman · Mutual fund | $138K | 1.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $100K | 0.9% |
| JPMorgan Developed International Value Fund Class R6 JPMorgan · Mutual fund | $91K | 0.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $90K | 0.8% |
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.
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.