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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $50,150 |
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 26 · EIN 22-3570392 P. O. BOX 9496 · NEW YORK, NY 10087 | Advisory (Participants) | $19,418 |
1 fund of $250K or more; 13 lines in all, holding $4.0M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $3.5M | 89.3% |
| N/R Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Mutual fund | $138K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $111K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 1.6% |
| N/R Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $41K | 1.0% |
| N/R MetLife Stable Value Fund Series 25053 N/R MetLife · Insurance contract | $25K | 0.6% |
| N/R Vanguard Small Cap Index Fund Vanguard · Mutual fund Index | $21K | 0.5% |
| N/R Vanguard Total Bond Market Index Fund Admiral Shares N/R Vanguard · Mutual fund Index | $11K | 0.3% |
| N/R Vanguard Ftse All-World ex-US Index Fund Admiral Shares N/R Vanguard · Mutual fund Index | $9K | 0.2% |
| N/R Fidelity Advisor Total Bond Fund Fidelity (FMR) · Mutual fund | $3K | <0.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.