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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,787 |
8 funds of $250K or more; 21 lines in all, holding $10.9M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $3.3M | 30.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 23.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.8M | 16.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $820K | 7.6% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund | $431K | 4.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $423K | 3.9% |
| Invesco Stable Value IV Invesco · Stable value Stable value | $312K | 2.9% |
| DFA Intermediate Government Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $189K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $169K | 1.6% |
| Touchstone Small Company Fund Class A Western & Southern · Mutual fund Possible retail class A | $161K | 1.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.