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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 91-1998294 | Advisory (Plan) | $25,230 |
9 funds of $250K or more; 20 lines in all, holding $10.4M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Group Instituational Index Fund Vanguard · Mutual fund Index | $3.0M | 28.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 21.1% |
| Vanguard Group Short-Term Bond Index Admiral Vanguard · Mutual fund Index | $1.8M | 17.4% |
| PIMCO Short-Term Fund Institutional PIMCO (Allianz) · Mutual fund | $929K | 8.9% |
| Vanguard Group Intermediate Bond Index ADM Vanguard · Mutual fund Index | $478K | 4.6% |
| Morgan Stanley Inst Growth I Fund Morgan Stanley · Mutual fund | $386K | 3.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 2.7% |
| T. Rowe Price Mid-Cap Equity Growth T. Rowe Price · Mutual fund | $267K | 2.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $260K | 2.5% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $183K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.