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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,144 |
AMERICAN FUNDS4 years Filed as: CATALINA CAPITAL GROUP LLC Service code 27 · EIN 47-1400485 | Advisory (Plan) | $24,747 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,942 |
7 funds of $250K or more; 20 lines in all, holding $9.1M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $7.5M | 81.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $416K | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $162K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $161K | 1.8% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $128K | 1.4% |
| Invesco Stable Value Fund I Invesco · Stable value Stable value | $127K | 1.4% |
| Fidelity Intermediate Treasury Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $99K | 1.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $80K | 0.9% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $73K | 0.8% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $72K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.