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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 | $11,069 |
Service code 26 · EIN 75-1853605 717 N HARWOOD STREET STE 3400 · DALLAS, TX 75201 | Advisory (Participants) | $9,642 |
1 fund of $250K or more; 19 lines in all, holding $1.9M of the plan's $1.9M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $936K | 50.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $201K | 10.8% |
| LifeStrategy Moderate Growth Inv Vanguard Registered Investment Company Vanguard · Mutual fund | $134K | 7.2% |
| Vanguard Mid-Cap Grw Ix Adm Registered Investment Company Vanguard · Mutual fund Index | $134K | 7.2% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $130K | 7.0% |
| Registered Investment Company Vanguard Growth Index Adm Fund Vanguard · Mutual fund Index | $81K | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $57K | 3.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $52K | 2.8% |
| Identity Mutual Funds: Registered Investment Company American Funds Amcap Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $45K | 2.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $28K | 1.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.