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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,901 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
9 funds of $250K or more; 10 lines in all, holding $11.9M of the plan's $12.1M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 29.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 16.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 9.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.1M | 9.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 9.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 8.5% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $804K | 6.8% |
| Federated Hermes Total Return Bond Fund Federated Hermes · Mutual fund | $711K | 6.0% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $393K | 3.3% |
| Fidelity Advisor Real Estate Fund Fidelity (FMR) · Mutual fund | $158K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.