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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $195,942 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $63,155 |
17 funds of $250K or more; 23 lines in all, holding $22.1M of the plan's $22.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $13.1M | 59.3% |
| Fidelity Frdm Index 2055 Ins Pre Fidelity (FMR) · Mutual fund Index | $2.5M | 11.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 9.3% |
| Brown Advisory Sust Grw I Fd Brown Advisory · Other | $818K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $544K | 2.5% |
| Fidelity LC Gr Index Fund Fidelity (FMR) · Mutual fund Index | $467K | 2.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $387K | 1.8% |
| American Funds AmerMut R6 Fd Capital Group · Mutual fund | $351K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $347K | 1.6% |
| Fidelity Adv Stk Sel SM CP Z Fidelity (FMR) · Mutual fund | $317K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.