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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIMERICA FINANCIAL SERVICES Service code 27 101 ROUNDHILL DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $12,010 |
4 funds of $250K or more; 13 lines in all, holding $2.8M of the plan's $3.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $2.4M | 85.5% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $155K | 5.5% |
| The Investment Company of Amerrica-R3 Manager not matched · Mutual fund Possible retail class R3 | $144K | 5.1% |
| The Bond Fund of America - R3 Manager not matched · Mutual fund Possible retail class R3 | $82K | 2.9% |
| Forfeitures Manager not matched · Other | $22K | 0.8% |
| Wmif-R3 Manager not matched · Mutual fund Possible retail class R3 | $7K | 0.2% |
| American Funds U.S. Government Money Market Fund Class R-3 Capital Group · Money market | $1K | <0.1% |
| Smallcap World Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $181 | <0.1% |
| Eupac Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $178 | <0.1% |
| New World Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $178 | <0.1% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.