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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,782 |
20 funds hold $883K of the plan's $898K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $638K | 72.2% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $53K | 6.0% |
| JP Morgan Chase JP Morgan Equity Income R6 JPMorgan · Mutual fund | $49K | 5.6% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $28K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 2.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $18K | 2.1% |
| Invesco Stable Asset Fund - Apdz Class Invesco · Stable value Stable value | $14K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 1.1% |
| Massachusetts Total Return - R6 MFS (Sun Life) · Mutual fund | $9K | 1.0% |
| Massachusetts International Value R6 Fund MFS (Sun Life) · Mutual fund | $9K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.