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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,130 |
Service code 27 · EIN 87-2857735 | Advisory (Plan) | $5,668 |
4 funds of $250K or more; 20 lines in all, holding $4.1M of the plan's $4.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Manager not matched · Mutual fund Target-date, 8 vintages | $2.7M | 64.1% |
| Index Fund Manager not matched · Mutual fund Index | $588K | 14.2% |
| Fidelity Blue Chip Growth K6 Fund Manager not matched · Mutual fund | $250K | 6.0% |
| Wilmington U.S. Treasury Money Market Fund Manager not matched · Money market | $115K | 2.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $87K | 2.1% |
| Fidelity U.S. Bond Index Fund Manager not matched · Mutual fund Index | $58K | 1.4% |
| RAE International Fund - Institutional Class Manager not matched · Mutual fund | $56K | 1.4% |
| US Equity Fund Class R6 Manager not matched · Mutual fund | $54K | 1.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $44K | 1.1% |
| Small-Cap Index Manager not matched · Mutual fund Index | $38K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.