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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,453 |
15 funds hold $432K of the plan's $434K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $363K | 84.0% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $36K | 8.4% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $22K | 5.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | 0.3% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $952 | 0.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $899 | 0.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $862 | 0.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $860 | 0.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.