Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,510 |
1 fund of $250K or more; 24 lines in all, holding $1.5M of the plan's $1.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.0M | 66.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $249K | 16.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $72K | 4.8% |
| BlackRock International Index Fund Class K BlackRock · Collective trust Index | $69K | 4.5% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $19K | 1.2% |
| Vanguard Federal Reserve Money Market Vanguard · Money market | $19K | 1.2% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $15K | 1.0% |
| Vanguard Target Retirement Index Fund Vanguard · Mutual fund Index | $11K | 0.7% |
| LargeCap Growth Fund I R-6 Principal · Mutual fund | $11K | 0.7% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $9K | 0.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.