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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,815 |
CETERA FINANCIAL GROUP2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $26,881 |
13 funds of $250K or more; 15 lines in all, holding $17.5M of the plan's $19.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.4M | 65.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 8.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $910K | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $679K | 3.9% |
| Putn LG Cap Val R6 Manager not matched · Mutual fund | $642K | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $617K | 3.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $394K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $364K | 2.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $214K | 1.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $163K | 0.9% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPutn LG Cap Val R6 | $642K |
| DroppedJPMorgan Equity Income Fund | $488K |
| DroppedPgim Total Return Bond Fund | $476K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.