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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,881 |
7 funds hold $521K of the plan's $522K. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Mid Atlantic Trust Company Fidelity (FMR) · Collective trust Index | $243K | 46.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $159K | 30.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $64K | 12.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 8.8% |
| Mid Atlantic Trust Company Dimensional · Collective trust | $9K | 1.7% |
| Investment contract: 24 Mid-Atlantic Trust Company Manager not matched · Insurance contract | $1K | 0.2% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $332 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.