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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $29,188 |
Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 27 · EIN 92-1404819 | Advisory (Plan) | $12,950 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $872 |
6 funds of $250K or more; 12 lines in all, holding $5.4M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.1M | 94.9% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $108K | 2.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $84K | 1.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22K | 0.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21K | 0.4% |
| DWS Core Equity Fund Class R6 DWS · Mutual fund | $20K | 0.4% |
| Inflation-Adjusted Bond Fund R6 Class American Century · Mutual fund | $6K | 0.1% |
| American American Mutual Fund Class R-6 Capital Group · Mutual fund | $5K | <0.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3K | <0.1% |
| Pioneer Disciplined Value Fund: Class Y Victory Capital · Mutual fund | $2K | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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.