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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $345,599 |
18 funds of $250K or more; 16 lines in all, holding $59.9M of the plan's $60.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $48.5M | 80.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.5M | 9.2% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $946K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $810K | 1.4% |
| Large CP Value I1 Manager not matched · Collective trust | $734K | 1.2% |
| T. Rowe Price Stable Value A T. Rowe Price · Stable value Stable value | $670K | 1.1% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $630K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $537K | 0.9% |
| Small Cap Val II I1 Manager not matched · Collective trust | $352K | 0.6% |
| Mid Cap Value Fee I1 Manager not matched · Collective trust | $285K | 0.5% |
Covers 61,314 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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.