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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL RETIREMENT PARTNERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $25,609 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,914 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,000 |
6 funds of $250K or more; 51 lines in all, holding $6.7M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: SSgA Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Funds II Multimanager Lifestyle Moderate Portfolio Clas John Hancock (Manulife) · Mutual fund | $1.7M | 24.7% |
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 8 vintages | $1.4M | 20.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $445K | 6.6% |
| Fidelity Advisor Technology Fund Class Z Fidelity (FMR) · Mutual fund | $388K | 5.8% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund | $384K | 5.7% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 3.6% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 3.5% |
| Franklin Gold & Precious Metals Fund Class R6 Franklin Templeton · Mutual fund | $202K | 3.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $167K | 2.5% |
| Vanguard Energy Index Fund Admiral Shares Vanguard · Mutual fund Index | $148K | 2.2% |
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 60,908 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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.