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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER9 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,853 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: O CONNOR DAVIES, LLP Service code 15 · EIN 27-1728945 | Recordkeeping | $10,000 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 49 65 LASALLE RD · WEST HARTFORD, CT 06107 | Other Services | $0 |
8 funds of $250K or more; 28 lines in all, holding $4.4M of the plan's $4.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.1M | 69.2% |
| Alger Capital Appreciation Institutional R Manager not matched · Other | $282K | 6.3% |
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $278K | 6.3% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $188K | 4.2% |
| State Street S&P MD CP IDX NL J State Street (SSgA) · Collective trust Index | $65K | 1.5% |
| JPMorgan Mid Cap Growth Fund Class R2 JPMorgan · Mutual fund | $60K | 1.3% |
| Victory Integrity Small-Cap Value Fund Class R Victory Capital · Mutual fund | $55K | 1.2% |
| Blackrock MID CAP Growth Equity Portfolio Class R Shares BlackRock · Mutual fund | $47K | 1.0% |
| Invesco Comstock Fund Class R Invesco · Mutual fund | $46K | 1.0% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $44K | 1.0% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Fiduciary Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.