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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC. Service code 26 130 SPRINGSIDE DRIVE 300 · AKRON, OH 44333 | Advisory (Participants) | $21,892 |
PAYCHEX, INC.9 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,509 |
16 funds of $250K or more; 17 lines in all, holding $9.4M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $2.8M | 29.3% |
| Mid Atlantic Trust Company Capital Group · Mutual fund | $1.4M | 14.8% |
| Mid Atlantic Trust Company Federated Hermes · Money market | $980K | 10.4% |
| Mid Atlantic Trust Company Vanguard · Mutual fund Index | $806K | 8.6% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $566K | 6.0% |
| Mid Atlantic Trust Company T. Rowe Price · Mutual fund | $441K | 4.7% |
| Mid Atlantic Trust Company Fidelity (FMR) · Mutual fund | $413K | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $364K | 3.9% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. Rowe Price · Mutual fund | $320K | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 3.1% |
Covers 60,908 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.