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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,395 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,721 |
16 funds of $250K or more; 21 lines in all, holding $36.1M of the plan's $27.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Collective trust Target-date, 8 vintages | $23.8M | 65.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.6M | 15.4% |
| GG BR Lifepath Ret BlackRock · Collective trust | $1.2M | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.0% |
| Large Cap Growth II Class R1 Manager not matched · Collective trust | $924K | 2.6% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $611K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $537K | 1.5% |
| Dimensional Emerging Core Equity Market ETF Dimensional · Mutual fund | $434K | 1.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $372K | 1.0% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $239K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.