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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,830 |
GORDON ADVISORS, P.C.1+ years Service code 10 · EIN 38-2656556 | Accounting | $17,250 |
BANK OF ANN ARBOR1+ years Service code 27 · EIN 38-3252110 | Advisory (Plan) | $11,569 |
4 funds of $250K or more; 14 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.7M | 86.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $196K | 6.3% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $144K | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22K | 0.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $15K | 0.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $13K | 0.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $10K | 0.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9K | 0.3% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $7K | 0.2% |
| Dodge & Cox Int SK X Dodge & Cox · Mutual fund | $6K | 0.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.