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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $154,030 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
8 funds of $250K or more; 15 lines in all, holding $6.0M of the plan's $6.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $5.5M | 91.9% |
| AB Large Cap Growth III I1 AllianceBernstein · Collective trust | $120K | 2.0% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $116K | 1.9% |
| AB US Small Cap Growth CL N-1 AllianceBernstein · Collective trust | $68K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $28K | 0.5% |
| PIMCO RAE US Small CIT CL 0TS PIMCO (Allianz) · Collective trust | $28K | 0.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $27K | 0.4% |
| Large Cap Value I1 N/R Franklin Templeton · Collective trust | $22K | 0.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $22K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $14K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.