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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,066 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,778 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
20 funds of $250K or more; 22 lines in all, holding $18.1M of the plan's $18.6M. From the 2024 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $7.3M | 40.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 14.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $2.3M | 12.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.2M | 6.7% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $861K | 4.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $701K | 3.9% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $413K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $370K | 2.0% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $334K | 1.8% |
| Fidelity Strategic Income Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $319K | 1.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.