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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $84,225 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
22 funds of $250K or more; 15 lines in all, holding $222M of the plan's $228M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $123M | 55.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $37.9M | 17.1% |
| Fidelity Advisor Technology Fund Class I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $19.0M | 8.5% |
| JPMorgan U.S. Equity Fund Class L JPMorgan · Mutual fund | $13.4M | 6.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 1.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.0M | 1.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.2M | 1.5% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $3.1M | 1.4% |
| The Gabelli U.S. Treasury Money Market Fund Manager not matched · Money market | $2.6M | 1.2% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock LifePath Index 2065 Trust | $696K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,007 | $145,877-8.1% | $150,045-10.7% | $102,872+30.3% |
| Participation rate | 92.2% | 79.8%+12.3pp | 82.3%+9.8pp | 73.0%+19.1pp |
| Annual return | 16.37% | 21.37%-5.0pp | 62.55%-46.2pp | 19.06%-2.7pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $122 | $176-30.4% | $13,435-99.1% | $292-58.1% |