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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Participants) | $51,269 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,255 |
9 funds of $250K or more; 26 lines in all, holding $16.0M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2035 T Date R6 Capital Group · Mutual fund | $3.7M | 22.9% |
| American Funds 2030 T Date R6 Capital Group · Mutual fund | $3.7M | 22.8% |
| American Funds 2040 T Date R6 Capital Group · Mutual fund | $1.5M | 9.6% |
| American Funds 2045 T Date R6 Capital Group · Mutual fund | $1.4M | 8.9% |
| American Funds 2025 T Date R6 Capital Group · Mutual fund | $1.4M | 8.7% |
| American Funds 2020 T Date R6 Capital Group · Mutual fund | $1.0M | 6.5% |
| American Funds 2050 T Date R6 Capital Group · Mutual fund | $988K | 6.2% |
| American Funds 2015 T Date R6 Capital Group · Mutual fund | $386K | 2.4% |
| American Funds 2060 T Date R6 Capital Group · Mutual fund | $309K | 1.9% |
| Gldmn Sachs SC Eq Ins Fd R6 Manager not matched · Mutual fund | $243K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.