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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Service code 28 100 MADISON STREET MD 36-7 · SYRACUSE, NY 13202 | Investment Management | $46,155 |
PENSERV PLAN SERVICES, INC.10+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $24,245 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 ONE PENNSYLVANIA PLAZA, SUITE 3200 · NEW YORK, NY 10119 | Accounting | $12,000 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $11,539 |
17 funds of $250K or more; 20 lines in all, holding $22.9M of the plan's $24.6M. From the 2024 filing. Recordkeeper: Penserv Plan Services.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Growth Allocation Fund I MFS (Sun Life) · Mutual fund | $7.3M | 31.9% |
| MFS Moderate Allocation Fund I MFS (Sun Life) · Mutual fund | $3.2M | 14.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.6M | 11.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 8.3% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $1.2M | 5.1% |
| MFS Conservative Allocation Fund I MFS (Sun Life) · Mutual fund | $1.1M | 4.6% |
| Touchstone Mid Cap Growth Y Western & Southern · Mutual fund | $518K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $464K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $380K | 1.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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.