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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,932 |
5 funds of $250K or more; 11 lines in all, holding $21.1M of the plan's $21.1M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $18.4M | 87.2% |
| JP Morgan JPMorgan · Other | $903K | 4.3% |
| Galliard Allspring · Other | $722K | 3.4% |
| Fidelity Fidelity (FMR) · Mutual fund | $352K | 1.7% |
| Carillon Raymond James · Other | $257K | 1.2% |
| DFA Dimensional · Mutual fund | $139K | 0.7% |
| Baird Baird · Mutual fund | $137K | 0.6% |
| American Funds Capital Group · Mutual fund | $106K | 0.5% |
| Participant's Loan Account Manager not matched · Other | $56K | 0.3% |
| Attachment to 2024 Form Manager not matched · Other | $28K | 0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.