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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,735 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $14,823 |
4 funds of $250K or more; 19 lines in all, holding $6.0M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 44.1% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $1.3M | 21.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $600K | 10.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund | $318K | 5.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $197K | 3.3% |
| Amer Cntry Inflation Mutual Fund Manager not matched · Mutual fund | $193K | 3.2% |
| Ameds BND FD AMR Mutual Fund Manager not matched · Mutual fund | $149K | 2.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $139K | 2.3% |
| Allspr SM CO GRW Mutual Fund Manager not matched · Mutual fund | $135K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $120K | 2.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.