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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 | $18,686 |
7 funds of $250K or more; 26 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 39.4% |
| Fund Admiral Shares Manager not matched · Mutual fund | $2.3M | 38.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $350K | 6.0% |
| Vanguard Growth Index Fund Admiral SharesMutual Fund Vanguard · Mutual fund Index | $191K | 3.3% |
| Invesco Gold & Special Minerals Fund Invesco · Mutual fund | $160K | 2.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $123K | 2.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 1.5% |
| PIMCO StocksPLUS Fund Institutional PIMCO (Allianz) · Mutual fund | $64K | 1.1% |
| rate Vanguard Federal Money Market Fund Investor Interest SharesBearin Vanguard · Money market | $49K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $45K | 0.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.