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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $10,337 |
2 funds of $250K or more; 19 lines in all, holding $1.6M of the plan's $1.7M. From the 2025 filing. Recordkeeper: RPG Consultants.
Target-date series: Fidelity Freedom Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $928K | 56.8% |
| American Balanced Fund Capital Group · Mutual fund | $437K | 26.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $71K | 4.3% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $67K | 4.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $41K | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $30K | 1.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $23K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.4% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $5K | 0.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.