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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,612 |
USI INSURANCE SERVICES LLC2+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $26,250 |
17 funds of $250K or more; 27 lines in all, holding $24.9M of the plan's $25.2M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.4M | 21.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.9M | 11.6% |
| Registered Investment Company Vanguard Value Index F Vanguard · Mutual fund Index | $2.3M | 9.3% |
| Nomura Mid Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $2.2M | 8.7% |
| Invesco Stable Value Fund Invesco · Stable value Stable value | $1.6M | 6.4% |
| Registered Investment Company American Funds 2040 Ta Capital Group · Mutual fund | $1.3M | 5.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.0% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $1.2M | 4.7% |
| MFS Total Return Bond Fund R6 MFS (Sun Life) · Mutual fund | $971K | 3.9% |
| Registered Investment Company MFS International Equi MFS (Sun Life) · Mutual fund | $903K | 3.6% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.