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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,047 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $13,451 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $7,867 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
14 funds of $250K or more; 27 lines in all, holding $17.7M of the plan's $18.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $6.8M | 38.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.6M | 14.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 12.6% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.6M | 9.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $848K | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $834K | 4.7% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $589K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $247K | 1.4% |
| Reliance MetLife Stable Value Series 25053 Collective Trust MetLife · Stable value Stable value | $212K | 1.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $181K | 1.0% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.