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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $12,073 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,169 |
1 fund of $250K or more; 15 lines in all, holding $1.7M of the plan's $1.8M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $575K | 33.4% |
| Nomura Large Cap Growth Fund Manager not matched · Mutual fund | $288K | 16.7% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund | $248K | 14.4% |
| Mid Atlantic Trust Company Capital Group · Collective trust | $215K | 12.5% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $115K | 6.7% |
| Franklin Templeton Intl Value Franklin Templeton · Mutual fund | $64K | 3.7% |
| Mid Atlantic Trust Fund BlackRock · Collective trust | $58K | 3.3% |
| Nomura Small Cap Core Fund Macquarie / Nomura · Mutual fund | $55K | 3.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $39K | 2.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $36K | 2.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.