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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE WEALTH GROUP8 years Filed as: CORNERSTONE ADVISORY LLP Service code 27 · EIN 74-3193386 | Advisory (Plan) | $14,380 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $260 |
22 funds of $250K or more; 20 lines in all, holding $35.4M of the plan's $36.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $22.7M | 64.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 9.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.2M | 9.1% |
| Galliard Galliard Stable Return C Allspring · Other | $981K | 2.8% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $756K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $718K | 2.0% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $574K | 1.6% |
| Fidelity Total Market Index PR Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $545K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $305K | 0.9% |
| MFS Investment Management MFS International Diversification R6 MFS (Sun Life) · Mutual fund | $297K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.