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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,216 |
5 funds of $250K or more; 10 lines in all, holding $3.4M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.0M | 87.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $303K | 8.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $39K | 1.1% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $35K | 1.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $13K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11K | 0.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $10K | 0.3% |
| FH Mdt SM CP Core R6 Manager not matched · Mutual fund | $5K | 0.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4K | 0.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $3K | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.