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| Provider | Service type | Compensation |
|---|---|---|
FOCUS FINANCIAL PARTNERS LLC6 years Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260 | Consulting | $37,454 |
FISHER INVESTMENTS1 year Service code 16 · EIN 20-2480800 | Consulting | $35,382 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,407 |
COMPERIO RETIREMENT CONSULTING, INC10+ years Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483 | Consulting | $22,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,233 |
Filed as: HENDERSON BROTHERS FINANCIAL PARTN Service code 16 · EIN 99-4573857 | Consulting | $11,000 |
31 funds of $250K or more; 33 lines in all, holding $119M of the plan's $147M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.4M | 13.0% |
| PGI Blue Chip EQ I Manager not matched · Other | $10.7M | 9.0% |
| Jpmcb SR PB 2030 CF JPMorgan · Collective trust | $10.0M | 8.5% |
| Jpmcb SR PB 2025 CF JPMorgan · Collective trust | $9.3M | 7.9% |
| Jpmcb SR PB 2035 CF JPMorgan · Collective trust | $7.8M | 6.6% |
| ABF LG CAP VAL R5 Manager not matched · Other | $5.9M | 5.0% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $5.5M | 4.7% |
| Jpmcb SR PB 2045 CF JPMorgan · Collective trust | $5.2M | 4.4% |
| Fidelity Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.8M | 4.1% |
| Jpmcb SR PB 2040 CF JPMorgan · Collective trust | $4.5M | 3.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.