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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $119,353 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $98,468 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
17 funds of $250K or more; 12 lines in all, holding $19.6M of the plan's $20.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.0M | 50.9% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.6M | 13.3% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $1.4M | 7.1% |
| American Funds Capital Group · Mutual fund | $1.3M | 6.9% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $1.3M | 6.6% |
| American Beacon Large Cap Value American Beacon (Resolute) · Other | $1.2M | 6.3% |
| Invesco International Diversified Fund Invesco · Mutual fund | $554K | 2.8% |
| BlackRock Liquidity T-Fund Premier BlackRock · Mutual fund | $455K | 2.3% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $323K | 1.6% |
| Templeton Foreign Fund Franklin Templeton · Mutual fund | $155K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.