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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $97,282 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,901 |
19 funds of $250K or more; 23 lines in all, holding $46.5M of the plan's $47.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Moderate 2035 Fund Manager not matched · Mutual fund Index | $11.3M | 24.2% |
| Moderate Retirement Manager not matched · Collective trust Index | $9.0M | 19.3% |
| Moderate 2045 Fund Manager not matched · Mutual fund Index | $5.8M | 12.4% |
| Fidelity 500 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 10.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.3M | 5.0% |
| AB Growth Fund AllianceBernstein · Mutual fund | $2.3M | 4.9% |
| Moderate 2055 Fund Manager not matched · Mutual fund Index | $2.2M | 4.7% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $1.4M | 3.1% |
| Columbia Div Inc Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 2.3% |
| Fidelity Mid Cap Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 2.2% |
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.
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.