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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,268 |
24 funds of $250K or more; 25 lines in all, holding $92.8M of the plan's $94.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $32.1M | 34.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14.9M | 16.1% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $9.2M | 9.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $7.6M | 8.1% |
| American Balanced Fund Capital Group · Mutual fund | $4.3M | 4.7% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $4.0M | 4.3% |
| JPMorgan Core Plus Bond Fund JPMorgan · Mutual fund | $3.4M | 3.6% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $3.1M | 3.3% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $2.7M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 2.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.