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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $52,249 |
5 funds of $250K or more; 20 lines in all, holding $3.0M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $559K | 18.6% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $417K | 13.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $404K | 13.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $349K | 11.6% |
| Putnam Core Bond Fund R6 Franklin Templeton · Mutual fund | $342K | 11.4% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $174K | 5.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $159K | 5.3% |
| Putnam Large Cap Value Fund Df Cl R6 Franklin Templeton · Mutual fund | $154K | 5.2% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund | $124K | 4.1% |
| iShares Intl Aggregate ETF BlackRock · ETF Index | $121K | 4.0% |
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.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.