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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 27 · EIN 20-4798483 | Advisory (Plan) | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,625 |
16 funds of $250K or more; 15 lines in all, holding $21.7M of the plan's $23.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Target, other, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Other Target-date, 10 vintages | $7.4M | 34.0% |
| J FID Blue Chip GR Manager not matched · Other | $4.7M | 21.8% |
| i FID 300 Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 12.4% |
| Y MFS Value R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.5M | 11.4% |
| i BP SM CP VAL Ilinv Manager not matched · Other | $1.3M | 6.1% |
| ¢) (ce) Investments Artisa Manager not matched · Other | $1.1M | 5.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.0M | 4.8% |
| Money Market Punds Fidelity (FMR) · Money market Recordkeeper's own fund | $481K | 2.2% |
| FID Balanced Fidelity (FMR) · Other Recordkeeper's own fund | $237K | 1.1% |
| Bs FID GLB EX US IDX Manager not matched · Other Index | $100K | 0.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Addedi FID 300 Index | $2.7M |
| DroppedFidelity 500 Index Fund | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.