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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Participants) | $35,601 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,512 |
13 funds of $250K or more; 15 lines in all, holding $15.1M of the plan's $15.2M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $5.8M | 38.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $4.4M | 29.5% |
| Current Investments Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 13.1% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $695K | 4.6% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $685K | 4.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $572K | 3.8% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $291K | 1.9% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $268K | 1.8% |
| New World Fund Inc Capital Group · Mutual fund | $248K | 1.6% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $29K | 0.2% |
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 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.
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.