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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,372 |
1 fund of $250K or more; 11 lines in all, holding $1.5M of the plan's $1.5M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $1.0M | 66.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $223K | 14.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $82K | 5.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $56K | 3.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 2.7% |
| Fidelity Advisor Total Bond Fund Class 1 Fidelity (FMR) · Mutual fund | $39K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $29K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $23K | 1.5% |
| Fidelity Advisor Global Capital App Fund Class 1 Registered Investment Company Fidelity (FMR) · Mutual fund Possible retail class A | $12K | 0.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $8K | 0.5% |
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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.