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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $42,445 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$52,668 |
25 funds of $250K or more; 18 lines in all, holding $51.0M of the plan's $51.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $20.2M | 39.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.2M | 14.0% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $5.0M | 9.8% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.5M | 8.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 6.1% |
| Fidelity Investment Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $1.8M | 3.5% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 2.9% |
| American Century AF American Mutual Fund R6 Capital Group · Mutual fund | $1.3M | 2.5% |
| Fidelity International Discovery Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.0M | 2.0% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $951K | 1.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.