Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $15,195 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,249 |
3 funds of $250K or more; 30 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Moderate Allocation Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $893K | 23.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $514K | 13.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $309K | 8.3% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $303K | 8.1% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 6 vintages | $254K | 6.8% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $233K | 6.2% |
| Federated Hermes Max-Cap Index Fund Class R Shares Federated Hermes · Mutual fund Index | $173K | 4.6% |
| Franklin Small Cap Value R Franklin Templeton · Mutual fund | $137K | 3.7% |
| Mutual Funds and Money Market Funds Fidelity Management Trust Company Fidelity (FMR) · Money market | $135K | 3.6% |
| Putnam Mortgage Securities Fund Class R Shares Franklin Templeton · Mutual fund | $133K | 3.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.