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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,825 |
11 funds of $250K or more; 17 lines in all, holding $7.8M of the plan's $7.9M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $3.9M | 49.3% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.3M | 16.1% |
| Carillon Eagle Mid Cap Growth Fund Class A Raymond James · Mutual fund Possible retail class A | $1.0M | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $679K | 8.7% |
| Fidelity Growth & Income Portfolio Fidelity Advisor Growth & Income Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $288K | 3.7% |
| Fidelity Blue Chip Growth Fund Fidelity Advisor Blue Chip Growth Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $154K | 2.0% |
| Fidelity Diversified International Fund Mutual fund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $117K | 1.5% |
| Glenmede Large Cap Core Manager not matched · Mutual fund Possible retail class A | $83K | 1.1% |
| Fidelity Government Income Fund Fidelity Advisor Government Income Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $80K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $74K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.