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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $101,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,810 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,789 |
22 funds of $250K or more; 21 lines in all, holding $47.7M of the plan's $48.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $35.6M | 74.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 7.5% |
| Blue Chip Fund Principal · Mutual fund | $1.9M | 3.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $761K | 1.6% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $754K | 1.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $715K | 1.5% |
| Fully Benefit-Responsive Investment Contract: Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract | $580K | 1.2% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $365K | 0.8% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $353K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.