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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,251 |
SYNOVUS TRUST COMPANY1+ years Filed as: SYNOVUS TRUST COMPANY, N.A. Service code 27 · EIN 58-2146977 | Advisory (Plan) | $124,165 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 16 · EIN 42-1445429 | Consulting | $40,000 |
GGM ASSOCIATES INC1+ years Service code 10 · EIN 84-4230150 | Accounting | $18,000 |
13 funds of $250K or more; 14 lines in all, holding $138M of the plan's $140M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Trust Company T. Rowe Price · Collective trust | $102M | 73.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.7M | 12.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.3M | 4.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 1.9% |
| Vanguard Windsor Fund - Admiral Shar Vanguard · Mutual fund | $2.3M | 1.7% |
| Galliard Stble Rtn E Allspring · Collective trust | $1.6M | 1.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 1.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.5M | 1.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $872K | 0.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $772K | 0.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.