Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,955 |
15 funds of $250K or more; 16 lines in all, holding $15.5M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.4M | 28.1% |
| Par or JP Morgan Large Cap Growth Fund Class R4 JPMorgan · Mutual fund Possible retail class A | $3.3M | 21.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $2.9M | 18.5% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.1M | 13.7% |
| Janus Henderson Balanced Fund Class S Janus Henderson · Mutual fund Possible retail class A | $546K | 3.5% |
| Carillon Eagle Mid Cap Growth Fund Class I Raymond James · Mutual fund Possible retail class A | $364K | 2.3% |
| John Hancock Disciplined Value Mid Cap Fund Class I John Hancock (Manulife) · Mutual fund Possible retail class A | $319K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $293K | 1.9% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund Possible retail class A | $282K | 1.8% |
| MFS International Diversification Fund R4 MFS (Sun Life) · Mutual fund Possible retail class A | $256K | 1.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Government Money Market Fund | $2.1M |
| DroppedPIMCO Income Strategy Fund II | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.