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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,207 |
4 funds of $250K or more; 13 lines in all, holding $2.6M of the plan's $2.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $2.2M | 86.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $127K | 4.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $78K | 3.0% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $37K | 1.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $35K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 1.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $16K | 0.6% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $15K | 0.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $12K | 0.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $7K | 0.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom Index 2035 Fund Institutional Premium Class to Fidelity Freedom Index 2045 Fund | $2.3M to $2.2M |
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 71,410 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.