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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,009 |
4 funds of $250K or more; 13 lines in all, holding $4.3M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 41.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.1M | 26.2% |
| Galliard Stble Rtn C Allspring · Mutual fund Possible retail class C | $844K | 19.6% |
| Fidelity JH Discpl Value R6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $289K | 6.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $81K | 1.9% |
| FID Sel Technology Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $54K | 1.3% |
| Loomis Sayles Small Cap Growth Fund Class N Natixis IM · Mutual fund | $39K | 0.9% |
| Fidelity AF Europac Growth R6 Capital Group · Mutual fund | $26K | 0.6% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $21K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $19K | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
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.