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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,561 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,401 |
12 funds of $250K or more; 4 lines in all, holding $36.9M of the plan's $92.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.6M | 39.6% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $13.6M | 37.0% |
| AF Europac Growth R6 Capital Group · Mutual fund | $6.0M | 16.2% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.7M | 7.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.