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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $42,349 |
THE WATERFORD GROUP LLC5 years Filed as: THE WATERFORD GROUP Service code 26 800 PARKER HILL DRIVE · ROCHESTER, NY 14610 | Advisory (Participants) | $27,527 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,405 |
14 funds of $250K or more; 20 lines in all, holding $17.3M of the plan's $17.4M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $6.5M | 37.5% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund | $3.5M | 20.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.5% |
| Collateral, Value Cost Value Vanguard Vanguard · Mutual fund | $1.3M | 7.6% |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan · Mutual fund | $1.1M | 6.6% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $714K | 4.1% |
| MFS New Discovery Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $646K | 3.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $490K | 2.8% |
| Nomura Mid Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $230K | 1.3% |
| Fidelity Select Financials Portfolio Fidelity (FMR) · Mutual fund | $191K | 1.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.