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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,554 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,965 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,513 |
27 funds of $250K or more; 19 lines in all, holding $108M of the plan's $109M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $56.4M | 52.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.8M | 11.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.9M | 8.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.5M | 7.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $2.3M | 2.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $2.1M | 1.9% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $2.0M | 1.9% |
| Blackrock Health Sciences Opportunities Portfolio Class K BlackRock · Mutual fund | $1.9M | 1.8% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $1.9M | 1.8% |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.6M | 1.5% |
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.)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.