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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $850 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
NATIXIS FUNDS1 year Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS7 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG7 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
13 funds of $250K or more; 22 lines in all, holding $15.0M of the plan's $15.2M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Total Equity Market Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $5.0M | 33.1% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $3.3M | 22.3% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $2.2M | 14.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.1M | 7.3% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.1M | 7.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $378K | 2.5% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $292K | 1.9% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $277K | 1.8% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $255K | 1.7% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $232K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.