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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,772 |
9 funds of $250K or more; 20 lines in all, holding $5.0M of the plan's $5.1M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $810K | 16.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $522K | 10.4% |
| Federated Hermes U.S. Treasury Cash Reserves Federated Hermes · Money market | $513K | 10.2% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $374K | 7.5% |
| MFS Mass Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $344K | 6.9% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund Index | $326K | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $323K | 6.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $292K | 5.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $280K | 5.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $205K | 4.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.