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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,257 |
AMERICAN FUNDS6 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $19,319 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,312 |
16 funds of $250K or more; 35 lines in all, holding $11.4M of the plan's $11.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.8M | 33.5% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $1.3M | 11.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $653K | 5.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $613K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $541K | 4.7% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $450K | 3.9% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $438K | 3.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $384K | 3.4% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $355K | 3.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $337K | 3.0% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.