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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,883 |
WOLF & COMPANY, P.C.9 years Filed as: WOLF AND COMPANY, INC Service code 15 · EIN 04-2689883 | Recordkeeping | $22,500 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
15 funds hold $59.6M of the plan's $59.8M. From the 2025 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Bank & Trust Company State Street (SSgA) · Collective trust | $15.2M | 25.4% |
| T. Rowe Price Funds T. Rowe Price · Mutual fund | $13.8M | 23.2% |
| Putnam Funds Franklin Templeton · Mutual fund | $6.2M | 10.3% |
| Alger Manager not matched · Mutual fund | $5.8M | 9.7% |
| Invesco Invesco · Mutual fund | $3.8M | 6.3% |
| Janus Funds Janus Henderson · Mutual fund | $3.2M | 5.4% |
| Deutsche Manager not matched · Other | $2.8M | 4.6% |
| AMC Manager not matched · Other | $1.9M | 3.2% |
| Fidelity Fidelity (FMR) · Mutual fund | $1.5M | 2.5% |
| PIMCO Fds PIMCO (Allianz) · Mutual fund | $1.4M | 2.3% |
Added 6 funds, dropped 18 funds.
| Fund | Year-end value |
|---|---|
| AddedState Street Bank & Trust Company | $15.2M |
| AddedT. Rowe Price Funds | $13.8M |
| DroppedSsga S&P 500 Index Fund VI | $10.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.