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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,297 |
12 funds of $250K or more; 13 lines in all, holding $9.2M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.5M | 48.7% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $1.4M | 15.4% |
| Reliance Trust NY Life Anchor Account Class 0 Manager not matched · Insurance contract | $885K | 9.7% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Collective trust | $872K | 9.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Collective trust | $622K | 6.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Collective trust | $415K | 4.5% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $184K | 2.0% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $90K | 1.0% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust Recordkeeper's own fund | $82K | 0.9% |
| Great Gray Trust EuroPacific Growth Class CT Capital Group · Collective trust | $69K | 0.8% |
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 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.