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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,712 |
17 funds of $250K or more; 22 lines in all, holding $17.4M of the plan's $17.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.0M | 46.2% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.5M | 14.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 11.0% |
| Vanguard Lifestyle Growth Fund Vanguard · Mutual fund | $909K | 5.2% |
| Fidelity Retirement Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $699K | 4.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $645K | 3.7% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $512K | 2.9% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $346K | 2.0% |
| American Funds Capital Group · Mutual fund | $304K | 1.7% |
| MID CAP Value Fund Investor Class American Century · Mutual fund | $258K | 1.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMID CAP Value Fund Investor Class | $258K |
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 71,097 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.