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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC1+ years Filed as: DEFINITI, LLC Service code 49 535 KEISLER DRIVE · CARY, NC 27518 | Other Services | $20,127 |
VIVALDI CAPITAL MANAGEMENT LP1+ years Service code 99 · EIN 45-3825664 | Other Fees | $11,378 |
4 funds of $250K or more; 30 lines in all, holding $2.8M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Index Moderate 2045 Fund Manager not matched · Mutual fund | $653K | 23.3% |
| MyCompass Index Moderate 2035 Fund Manager not matched · Mutual fund | $509K | 18.1% |
| MyCompass Index Moderate 2055 Fund Manager not matched · Mutual fund | $480K | 17.1% |
| MyCompass Index Moderate 2065 Fund Manager not matched · Mutual fund | $257K | 9.2% |
| MyCompass Index Moderate Retirement Fund Manager not matched · Mutual fund | $197K | 7.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $158K | 5.6% |
| MidCap S&P 400 Index Fund Principal · Mutual fund Index | $77K | 2.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $75K | 2.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 1.8% |
| Guaranteed Investment Contract Voya Fixed Account Voya · Insurance contract | $43K | 1.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.