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| Provider | Service type | Compensation |
|---|---|---|
QP ADVISORY LLC1 year Filed as: QUALIFIED PLAN ADVISORY, LLC Service code 27 · EIN 80-0383171 | Advisory (Plan) | $21,518 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,575 |
4 funds of $250K or more; 16 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.6M | 95.8% |
| Participant's Loan Account Various Rates and Maturities Manager not matched · Other | $68K | 1.8% |
| MetLife MetLife GAC-25053 Class 0 MetLife · Other | $33K | 0.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $17K | 0.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $10K | 0.3% |
| Attachment to 2025 Form Manager not matched · Other | $6K | 0.1% |
| Vanguard Mid-Cap Growth Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $5K | 0.1% |
| Vanguard Total World Stock Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $5K | 0.1% |
| Vanguard Small-Cap Growth Index Inv 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $4K | <0.1% |
| Vanguard Dividend Apprec Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $3K | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.