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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $13,076 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,923 |
1 fund of $250K or more; 20 lines in all, holding $2.9M of the plan's $3.0M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $1.5M | 50.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $239K | 8.3% |
| Alger Capital Appreciation Fund Class Z Manager not matched · Mutual fund | $216K | 7.5% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $179K | 6.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $128K | 4.4% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $121K | 4.2% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $64K | 2.2% |
| Virtus SGA Emerging Markets Equity Fund Class R6 Virtus · Mutual fund | $62K | 2.1% |
| Strategic Allocation: Moderate Fund R6 Class American Century · Mutual fund | $61K | 2.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $56K | 1.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.