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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CATALINA CAPITAL GROUP LLC Service code 27 · EIN 47-1400485 | Advisory (Plan) | $28,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,541 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,385 |
8 funds of $250K or more; 20 lines in all, holding $10.3M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.7M | 74.5% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $852K | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $447K | 4.3% |
| Invesco Stable Value Fund I Invesco · Stable value Stable value | $189K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $182K | 1.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $165K | 1.6% |
| Fidelity Intermediate Treasury Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $118K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $115K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $98K | 0.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $91K | 0.9% |
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.
Employer 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.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.