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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,572 |
MERCER4 years Filed as: MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $45,895 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $34,650 |
THOMPSON COBURN LLP4 years Service code 29 · EIN 43-0666662 | Legal | $7,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,860 |
23 funds of $250K or more; 12 lines in all, holding $187M of the plan's $190M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $96.1M | 51.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $57.9M | 30.9% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $6.7M | 3.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.6M | 3.0% |
| JH Enterprise Fund Class T Manager not matched · Mutual fund Possible retail class T | $4.8M | 2.6% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $3.9M | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 1.8% |
| Fidelity International Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.2M | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 1.3% |
| ClearBridge Small Cap Fund Franklin Templeton · Mutual fund | $1.7M | 0.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.