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| Provider | Service type | Compensation |
|---|---|---|
JACK V BUTTERFIELD INVESTMENT CO1+ years Service code 27 · EIN 38-1787847 | Advisory (Plan) | $28,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,396 |
15 funds of $250K or more; 20 lines in all, holding $12.6M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.5M | 67.7% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $808K | 6.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $403K | 3.2% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $392K | 3.1% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $351K | 2.8% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $301K | 2.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $229K | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $146K | 1.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $134K | 1.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.