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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $244,470 |
23 funds of $250K or more; 13 lines in all, holding $89.3M of the plan's $93.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $60.7M | 68.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.3M | 8.2% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.0M | 7.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.7M | 5.2% |
| Fidelity Managed Income Portfolio Class 2 Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $3.6M | 4.1% |
| American Funds Europac Growth R6 Capital Group · Mutual fund | $1.7M | 1.9% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $947K | 1.1% |
| SEI U.S. Value Yield Equity Trust SEI · Collective trust | $876K | 1.0% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $621K | 0.7% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $564K | 0.6% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.