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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES Service code 27 · EIN 36-2668272 | Advisory (Plan) | $26,698 |
JULY BUSINESS SERVICES1+ years Service code 64 · EIN 74-2715820 | Recordkeeping Fees | $25,913 |
10 funds of $250K or more; 19 lines in all, holding $10.9M of the plan's $10.9M. From the 2025 filing. Recordkeeper: July Business Services.
Target-date series: BlackRock LifePath Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 28.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.5M | 23.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $960K | 8.8% |
| First Eagle Global Fund First Eagle · Mutual fund | $906K | 8.3% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $788K | 7.2% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund | $707K | 6.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $513K | 4.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $394K | 3.6% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $329K | 3.0% |
| MFS Technology Fund MFS (Sun Life) · Mutual fund | $317K | 2.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.