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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF ANN ARBOR Service code 27 · EIN 38-3252110 | Advisory (Plan) | $15,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,254 |
5 funds of $250K or more; 19 lines in all, holding $4.3M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $3.4M | 78.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $390K | 9.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $210K | 4.8% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $49K | 1.1% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $47K | 1.1% |
| New World Fund (R6) Capital Group · Mutual fund | $44K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $39K | 0.9% |
| 1,986 Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $32K | 0.7% |
| PIMCO RAE Plus Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $29K | 0.7% |
| Columbia Overseas Value Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $25K | 0.6% |
Covers 60,908 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.