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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,413 |
9 funds of $250K or more; 18 lines in all, holding $7.3M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.0M | 54.8% |
| Description including maturity date, rate of interest, collateral, Vanguard Federal Money Market Fund Vanguard · Money market | $744K | 10.1% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $689K | 9.4% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $451K | 6.1% |
| Vanguard Mid Cap Growth Index Adml Vanguard · Mutual fund Index | $289K | 3.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $231K | 3.1% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund Index | $125K | 1.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $109K | 1.5% |
| Northern MID CAP Index Manager not matched · Mutual fund Index | $109K | 1.5% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $94K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.