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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,647 |
14 funds of $250K or more; 12 lines in all, holding $26.0M of the plan's $26.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, other, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Other Target-date, 11 vintages | $19.4M | 74.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 11.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 5.2% |
| CB MID CAP Growth IS Manager not matched · Other | $663K | 2.6% |
| FID Extd MKT IDX Fidelity (FMR) · Other IndexRecordkeeper's own fund | $329K | 1.3% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $251K | 1.0% |
| Vang TOT Intl STK AD Vanguard · Other | $210K | 0.8% |
| GS SM CP Val Ins R6 Goldman Sachs · Mutual fund | $202K | 0.8% |
| Calv Emrg Mkts EQ I Manager not matched · Other | $201K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $198K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.