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| Provider | Service type | Compensation |
|---|---|---|
CHEMUNG CANAL TRUST COMPANY7 years Service code 15 100 BALDWIN ST · ELMIRA, NY 14901 | Recordkeeping | $31,510 |
3 funds of $250K or more; 18 lines in all, holding $2.9M of the plan's $3.1M. From the 2025 filing. Recordkeeper: Chemung Canal Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $971K | 33.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $667K | 23.0% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $239K | 8.3% |
| Fidelity Nasdaq Composite lndex ETF Fidelity (FMR) · ETF | $147K | 5.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $132K | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $131K | 4.5% |
| Fidelity Investment Money Market Govemment Portfolio - Institutional Class Fidelity (FMR) · Money market | $117K | 4.0% |
| Fidelity Intemational Index Inst Fidelity (FMR) · Mutual fund Index | $112K | 3.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $112K | 3.9% |
| RBC Emerging Markets Equity Fund Class R6 RBC Global Asset Management · Mutual fund | $86K | 3.0% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $614K to $667K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
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.