Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-0934288 | Advisory (Plan) | $87,652 |
BOURGEOIS BENNETT LLC3 years Filed as: BOURGEOIS BENNETT Service code 10 · EIN 72-0136870 | Accounting | $7,178 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,813 |
2 funds hold $58.4M of the plan's $58.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Manager not matched · Mutual fund | $56.3M | 96.3% |
| Money Market Manager not matched · Money market | $2.2M | 3.7% |
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 60,908 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.
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.
The auditor signed off without reservation. This is the cleanest opinion.