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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $17,391 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,313 |
4 funds of $250K or more; 22 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $2.1M | 54.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.2M | 32.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $125K | 3.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $60K | 1.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $41K | 1.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $38K | 1.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $35K | 0.9% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $23K | 0.6% |
| Fidelity Advisor Growth Opportunities Fund Class I Fidelity (FMR) · Mutual fund | $22K | 0.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $22K | 0.6% |
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.
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.
Annual investment return 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.