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| Provider | Service type | Compensation |
|---|---|---|
VESTWELL1+ years Service code 13 · EIN 81-3062212 | Contract Administrator | $4,718 |
4 funds of $250K or more; 18 lines in all, holding $2.9M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 2 vintages | $1.3M | 45.2% |
| JPMorgan Smart Retiremnt 2050-R6 JPMorgan · Mutual fund | $398K | 13.9% |
| JPMorgan Smart Retiremnt 2055-R6 JPMorgan · Mutual fund | $359K | 12.5% |
| JPMorgan Smart Retiremnt 2045-R6 JPMorgan · Mutual fund | $203K | 7.1% |
| JPMorgan Smart Retiremnt 2040-R6 JPMorgan · Mutual fund | $173K | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $146K | 5.1% |
| JPMorgan Smart Retiremnt 2030-R6 JPMorgan · Mutual fund | $92K | 3.2% |
| JPMorgan Smart Retiremnt 2035-R6 JPMorgan · Mutual fund | $66K | 2.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $31K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 0.9% |
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.
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.
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.