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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX INC. Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,964 |
2 funds of $250K or more; 14 lines in all, holding $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.3M | 93.3% |
| Multimanager Lifestyle Aggressive Portfolio Class R6 John Hancock (Manulife) · Mutual fund | $19K | 1.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $17K | 1.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 1.1% |
| Interests in Mutual Funds: Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $15K | 1.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 1.0% |
| Mirova Global Megatrends Fund - Class N Manager not matched · Mutual fund | $6K | 0.4% |
| MFS Total Return Bond Fund R6 MFS (Sun Life) · Mutual fund | $2K | 0.2% |
| Baird Short-Term Bond Fund Intitutional Class Baird · Mutual fund | $1K | <0.1% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $1K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.