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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,899 |
4 funds of $250K or more; 13 lines in all, holding $4.9M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.3M | 47.3% |
| ii) Mutual funds: American Funds Growth Fund OF America R2 Capital Group · Mutual fund Possible retail class R2 | $1.9M | 39.1% |
| NEW Economy Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $257K | 5.3% |
| American Balanced Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $212K | 4.3% |
| Smallcap World Fund INC Class R-2 Capital Group · Mutual fund Possible retail class R2 | $137K | 2.8% |
| Income Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $19K | 0.4% |
| American Funds Global Growth Portfolio Class R-2 Capital Group · Mutual fund Possible retail class R2 | $14K | 0.3% |
| Investment CO OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $11K | 0.2% |
| Capital World Growth & Income Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $4K | <0.1% |
| Eupac Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $4K | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.