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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,698 |
12 funds of $250K or more; 20 lines in all, holding $9.2M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.7M | 18.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.3M | 14.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $973K | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $751K | 8.2% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $653K | 7.1% |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Cohen & Steers · Mutual fund | $598K | 6.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $539K | 5.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $498K | 5.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $481K | 5.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $299K | 3.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.