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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,560 |
11 funds of $250K or more; 20 lines in all, holding $14.6M of the plan's $14.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.1M | 48.3% |
| Fidelity Advisor Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $5.1M | 35.2% |
| iShares S&P 500 Index Fund Investor A Shares BlackRock · ETF Index | $717K | 4.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $555K | 3.8% |
| Invesco Equally-Weighted S&P 500 Fund Class Y Invesco · Mutual fund Index | $300K | 2.1% |
| Baron Small Cap Retail Manager not matched · Mutual fund | $161K | 1.1% |
| JPMorgan Equity Income Fund Class R5 JPMorgan · Mutual fund | $143K | 1.0% |
| Fidelity Advisor Real Estate Income - Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $103K | 0.7% |
| Fidelity Advisor Small Cap Value A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $98K | 0.7% |
| Carillon Eagle Mid Cap Growth Fund Class A Raymond James · Mutual fund Possible retail class A | $86K | 0.6% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.