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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $651,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $548,205 |
31 funds of $250K or more; 23 lines in all, holding $1.60B of the plan's $1.67B. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $834M | 52.0% |
| SP 500 Index Class E N/R Manager not matched · Mutual fund Index | $264M | 16.5% |
| Fidelity Growth Company Commingled Pool Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund | $180M | 11.2% |
| SP Total Market Index Class E N/R Manager not matched · Mutual fund Index | $54.7M | 3.4% |
| SP International Index Class E N/R Manager not matched · Mutual fund Index | $38.2M | 2.4% |
| Fiam Broad Market Duration Fidelity (FMR) · Collective trust Recordkeeper's own fund | $28.9M | 1.8% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $28.8M | 1.8% |
| SP EXT Market Index CL E Manager not matched · Mutual fund Index | $24.7M | 1.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $23.1M | 1.4% |
| American American Mutual Fund Class R-6 Capital Group · Mutual fund | $22.4M | 1.4% |
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.
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.