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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $31,370 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,937 |
8 funds of $250K or more; 28 lines in all, holding $8.9M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.6M | 62.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 12.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $942K | 10.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $247K | 2.8% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $232K | 2.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $155K | 1.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $106K | 1.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $79K | 0.9% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $76K | 0.9% |
Dropped 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $526K to $1.1M |
| DroppedVanguard Treasury Money Market Fund Investor Shares | $437K |
| Share class changeVanguard Growth Index Fund Investor Shares to Vanguard Growth Index Fund Admiral Shares | $356K to $247K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.