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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,054 |
19 funds of $250K or more; 12 lines in all, holding $121M of the plan's $124M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $89.8M | 74.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $17.9M | 14.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.0M | 5.0% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $1.8M | 1.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 1.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 0.9% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $817K | 0.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $735K | 0.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $539K | 0.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $405K | 0.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.