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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,670 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,632 |
14 funds of $250K or more; 19 lines in all, holding $16.7M of the plan's $17.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.6M | 63.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 12.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 7.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $877K | 5.2% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $377K | 2.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $264K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $222K | 1.3% |
| Allspring Special Mid Cap Value Fund (Admiral) Allspring · Mutual fund | $209K | 1.2% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $158K | 0.9% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-Advisor Class T. Rowe Price · Mutual fund | $143K | 0.9% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.