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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $17,590 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,469 |
PARK AVENUE SECURITIES LLC11+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $0 |
10 funds of $250K or more; 26 lines in all, holding $11.0M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.3M | 57.2% |
| Fidelity Freedom Fidelity (FMR) · Money market Target-date, 1 vintageRecordkeeper's own fund | $2.2M | 20.0% |
| Global Fund Manager not matched · Mutual fund | $799K | 7.3% |
| Fidelity Advisor Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $412K | 3.8% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $200K | 1.8% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $178K | 1.6% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $176K | 1.6% |
| Lord Abbett Fundamental Equity Fund Lord Abbett · Mutual fund | $150K | 1.4% |
| Blackrock Health Sciences Opportunities Portfolio BlackRock · Mutual fund | $110K | 1.0% |
| Growth Fund Manager not matched · Mutual fund | $82K | 0.8% |
See the other 16 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMutual Funds And Money Market Mutual Funds Fa Freedom (money market) | $2.3M |
| AddedGlobal Fund | $799K |
| AddedFidelity Advisor | $412K |
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 60,908 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,441 | $95,880-11.9% | $107,525-21.5% | $85,563-1.3% |
| Participation rate | 35.8% | 70.1%-34.3pp | 75.1%-39.2pp | 66.0%-30.1pp |
| Annual return | 16.86% | 68.06%-51.2pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,466 | $4,201-41.3% | $5,116-51.8% | $4,375-43.6% |
| Admin fee / account holder | $152 | $1,025-85.2% | $8,919-98.3% | $834-81.8% |