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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.11+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $47,232 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,295 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
23 funds of $250K or more; 46 lines in all, holding $23.1M of the plan's $23.7M. From the 2024 filing. Recordkeeper: Principled Advisors.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amercent ONE Choice 2035 INV Manager not matched · Other | $2.3M | 9.9% |
| Metlife REL ST VAL MetLife · Other | $2.2M | 9.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 8.9% |
| Amercent ONE Choice 2045 INV Manager not matched · Other | $1.7M | 7.6% |
| Amercent ONE Choice 2025 INV Manager not matched · Other | $1.7M | 7.4% |
| Amercent ONE Choice 2040 INV Manager not matched · Other | $1.2M | 5.2% |
| Amercent ONE Choice 2030 INV Manager not matched · Other | $1.2M | 5.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.9% |
| COL Seligman Tech AND Info I2 Manager not matched · Other | $961K | 4.2% |
| Amercent ONE Choice 2055 INV Manager not matched · Other | $788K | 3.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.