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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,167 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,080 |
1 fund of $250K or more; 19 lines in all, holding $884K of the plan's $925K. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Balanced Index Fund Manager not matched · Mutual fund Index | $636K | 71.9% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $149K | 16.9% |
| Growth Index Fund Manager not matched · Mutual fund Index | $15K | 1.7% |
| Developed Markets Index Fund Manager not matched · Mutual fund Index | $13K | 1.5% |
| Information Technology Index Manager not matched · Mutual fund Index | $12K | 1.4% |
| Real Estate Index Fund Manager not matched · Mutual fund Index | $10K | 1.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $10K | 1.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $8K | 0.9% |
| Strategic Equity Fund Manager not matched · Mutual fund | $8K | 0.9% |
| Mid Cap Value Index Fund Manager not matched · Mutual fund Index | $7K | 0.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.