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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213,331 |
HAYS FINANCIAL GROUP1+ years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $44,000 |
WEALTH MANAGEMENT SYSTEMS INC1+ years Service code 49 · EIN 22-3734996 | Other Services | $0 |
12 funds of $250K or more; 20 lines in all, holding $26.8M of the plan's $78.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $7.1M | 26.5% |
| American Century One Choice In Retirement Trus American Century · Collective trust | $6.6M | 24.6% |
| Lincoln Group Fixed Annuity Contract Lincoln Financial · Insurance contract | $4.1M | 15.5% |
| Balanced Fund Class I John Hancock (Manulife) · Mutual fund | $1.8M | 6.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 5.5% |
| Great Gray International Equity Fund Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.2M | 4.7% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $876K | 3.3% |
| Invesco Value Opportunities Fund Class R6 Invesco · Mutual fund | $819K | 3.1% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $663K | 2.5% |
| Great Gray Small Cap Value III Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $468K | 1.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.