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| Provider | Service type | Compensation |
|---|---|---|
RBF CAPITAL MANAGEMENT, INC.3+ years Service code 26 · EIN 45-5277485 | Advisory (Participants) | $239,629 |
AMERITAS LIFE INSURANCE CORP3+ years Service code 12 · EIN 47-0098400 | Participant loan processing; Contract... | $150,471 |
Service code 12 · EIN 93-2789379 | Named fiduciary; Participant loan pro... | $55,498 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,179 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
28 funds of $250K or more; 25 lines in all, holding $50.5M of the plan's $58.6M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab U.S. Treasury Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $15.2M | 30.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $11.1M | 22.0% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $4.7M | 9.4% |
| Franklin Utilities Fund Franklin Templeton · Mutual fund | $2.5M | 5.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $2.5M | 4.9% |
| Vanguard Mega Cap Value Index Fund Vanguard · Mutual fund Index | $2.0M | 3.9% |
| Fidelity Select Energy Portfolio Fidelity (FMR) · Mutual fund | $1.8M | 3.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.4M | 2.7% |
| Money Market Fund Charles Schwab Charles Schwab Bank Savings Charles Schwab · Money market Recordkeeper's own fund | $1.4M | 2.7% |
| Fidelity Advisor Technology Fund Fidelity (FMR) · Mutual fund | $1.3M | 2.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.