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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 16 · EIN 95-2755361 | Consulting | $105,359 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 · EIN 52-1309931 | Loan Processing | $13,056 |
23 funds of $250K or more; 16 lines in all, holding $92.3M of the plan's $93.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $34.4M | 37.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $14.3M | 15.4% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $13.3M | 14.4% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $11.0M | 11.9% |
| T. Rowe Price T. Rowe Price · Mutual fund Recordkeeper's own fund | $6.8M | 7.3% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $2.9M | 3.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $2.1M | 2.3% |
| T. Rowe Price High Yield Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.7M | 1.8% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $1.3M | 1.4% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.1M | 1.2% |
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.