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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,022 |
BAKER TILLY US, LLP1+ years Service code 27 · EIN 30-1413443 | Advisory (Plan) | $6,563 |
24 funds of $250K or more; 15 lines in all, holding $43.6M of the plan's $45.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $22.3M | 51.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.7M | 17.6% |
| Principal Investment Fund Blue Chip R6 N/R Principal · Mutual fund | $3.4M | 7.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.7M | 4.0% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.4M | 3.3% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 2.8% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $1.2M | 2.7% |
| Vanguard Wasatch Core Growth Investment N/R Vanguard · Mutual fund | $856K | 2.0% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $836K | 1.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $778K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.