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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,984 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,869 |
6 funds of $250K or more; 32 lines in all, holding $12.1M of the plan's $12.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath+mod 2055 R1 Manager not matched · Collective trust | $4.3M | 35.4% |
| Flexpath+mod 2045 R1 Manager not matched · Collective trust | $2.0M | 16.7% |
| Flexpath+mod 2035 R1 Manager not matched · Collective trust | $1.8M | 15.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 9.5% |
| Flexpath+mod Ret R1 Manager not matched · Collective trust | $1.0M | 8.3% |
| Flexpath Mod 2065 R1 Manager not matched · Collective trust | $926K | 7.7% |
| Mid Cap Growth II I1 Manager not matched · Collective trust | $190K | 1.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $85K | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $76K | 0.6% |
| BR Total Return 6 Manager not matched · Collective trust | $61K | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.