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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,857 |
12 funds of $250K or more; 29 lines in all, holding $10.7M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $4.2M | 39.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 26.6% |
| Government Securities Fund Class R-6 Baird Core Plus Bond Fund Baird · Mutual fund | $650K | 6.1% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $421K | 3.9% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $362K | 3.4% |
| Perspective Fund Class R-6 Vanguard Real Estate Index Vanguard · Mutual fund Index | $303K | 2.8% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund Index | $229K | 2.1% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $214K | 2.0% |
| Vanguard Emerging Markets Fund Vanguard · Mutual fund | $187K | 1.7% |
| Vanguard Utilities Index Fund Admiral Shares Vanguard · Mutual fund Index | $177K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.