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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,724 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $8,539 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
15 funds of $250K or more; 19 lines in all, holding $23.8M of the plan's $24.4M. From the 2024 filing. Recordkeeper: Morgan Stanley.
Target-date series: T. Rowe Price Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $17.3M | 72.4% |
| T. Rowe Price Retirement Manager not matched · Other Target-date, 1 vintage | $1.0M | 4.4% |
| Metlife REL ST VAL MetLife · Other | $1.0M | 4.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $804K | 3.4% |
| AB US LG CAP GR MSG AllianceBernstein · Other | $712K | 3.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $386K | 1.6% |
| BLK MID CAP GR Eqty PRT - Inst BlackRock · Other | $378K | 1.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $314K | 1.3% |
| William Blair Small Cap Growth Fund Class R6 William Blair · Mutual fund | $285K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $234K | 1.0% |
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.
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.