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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $58,504 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,897 |
22 funds of $250K or more; 23 lines in all, holding $33.5M of the plan's $33.9M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| WealthPath Smart Risk Aggressive Fund Manager not matched · Mutual fund | $9.7M | 28.8% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.6M | 28.8% |
| WealthPath Smart Risk Growth Fund Manager not matched · Mutual fund | $3.7M | 11.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $3.1M | 9.4% |
| Vanguard Large-Cap Index Fund Vanguard · Mutual fund Index | $1.4M | 4.1% |
| WealthPath Smart Risk Balanced Fund Manager not matched · Mutual fund | $1.3M | 4.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $790K | 2.4% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $673K | 2.0% |
| Vanguard High-Yield Corporate Fund Vanguard · Mutual fund | $549K | 1.6% |
| Contract Lincoln Stable Value Account Lincoln Financial · Insurance contract | $486K | 1.5% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.