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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC1+ years Filed as: USI CONSULTING GROUP Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $16,802 |
16 funds hold $39.5M of the plan's $39.8M. From the 2025 filing. Recordkeeper: USI Insurance Services.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $26.8M | 68.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 10.0% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $2.3M | 5.8% |
| Vanguard MStar Growth Index Fund Adm Vanguard · Mutual fund Index | $2.0M | 5.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $833K | 2.1% |
| Fidelity Government Money Market 0 Fidelity (FMR) · Money market | $833K | 2.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $659K | 1.7% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund Index | $531K | 1.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $479K | 1.2% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $449K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.