Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,599 |
1 fund of $250K or more; 16 lines in all, holding $1.2M of the plan's $1.3M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Intermediate-Term Treasury Index Fund Vanguard · Mutual fund Index | $786K | 63.6% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $161K | 13.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $75K | 6.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $75K | 6.0% |
| Developed Markets Index Fund Manager not matched · Mutual fund Index | $23K | 1.9% |
| High Yield Corporate Fund Manager not matched · Mutual fund | $19K | 1.5% |
| Information Technology Index Manager not matched · Mutual fund Index | $16K | 1.3% |
| Real Estate Index Fund Manager not matched · Mutual fund Index | $15K | 1.2% |
| Strategic Equity Fund Manager not matched · Mutual fund | $13K | 1.1% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $12K | 1.0% |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.