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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS Service code 99 · EIN 25-1408703 | Other Fees | $36,619 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,771 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $31,501 |
17 funds of $250K or more; 24 lines in all, holding $14.4M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 17.4% |
| Wilmington Trust Fiduciary Services FlexPath Moderate 2055 Fund Manager not matched · Collective trust | $1.2M | 8.6% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $1.2M | 8.0% |
| Wilmington Trust Fiduciary Services FlexPath Moderate 2045 Fund Manager not matched · Collective trust | $1.1M | 7.9% |
| Wilmington Trust Fiduciary Services FlexPath Moderate 2035 Fund Manager not matched · Collective trust | $1.1M | 7.8% |
| MFS International Diversification Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.0M | 7.2% |
| Wilmington Flexpath Moderate Retirement Fund Manager not matched · Mutual fund Possible retail class A | $924K | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $813K | 5.6% |
| American Funds Bond Fund Capital Group · Mutual fund Possible retail class A | $710K | 4.9% |
| Vanguard Gilliard Stable Value Fund Vanguard · Insurance contract | $649K | 4.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.