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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,351 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $52,306 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $25,690 |
24 funds of $250K or more; 18 lines in all, holding $126M of the plan's $132M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $78.5M | 62.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.9M | 13.4% |
| Pioneer Large Cap Growth Portfolio Class R Victory Capital · Mutual fund | $6.1M | 4.8% |
| Galliard Stable Return C Fund Allspring · Mutual fund | $4.3M | 3.4% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $3.8M | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.9M | 2.3% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $2.6M | 2.1% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.