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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 20-0563684 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $50,000 |
PAYCHEX, INC.7 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $32,930 |
22 funds of $250K or more; 23 lines in all, holding $41.8M of the plan's $42.6M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.3M | 22.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $8.9M | 21.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $7.0M | 16.7% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $2.2M | 5.2% |
| Allspring 100% Treasury Money Market Fund Institutional Class Allspring · Money market | $1.6M | 3.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 3.8% |
| BlackRock Global Allocation Fund, Inc. Institutional Shares BlackRock · Mutual fund | $1.5M | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.5% |
| Dodge & Cox Global Stock Fund Class I Dodge & Cox · Mutual fund | $1.2M | 2.8% |
| Invesco Nasdaq 100 Index Fund Class R6 Invesco · Mutual fund Index | $1.1M | 2.7% |
Covers 61,314 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.