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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $414,519 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $130,556 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,147 |
KRUGGEL, LAWTON & COMPANY, LLC3+ years Filed as: KRUGGEL LAWTON CPA Service code 10 · EIN 35-1307701 | Accounting | $61,010 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $10,937 |
30 funds of $250K or more; 23 lines in all, holding $173M of the plan's $176M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $88.4M | 51.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22.0M | 12.7% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $21.4M | 12.3% |
| Invesco Stable Value Fund Invesco · Stable value Stable value | $6.5M | 3.7% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $5.5M | 3.2% |
| JP Morgan Mid Cap Equity JPMorgan · Other | $4.3M | 2.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 1.9% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $3.2M | 1.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 1.7% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.