Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,762 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $28,945 |
11 funds of $250K or more; 26 lines in all, holding $13.3M of the plan's $13.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Estate Index ADm Amerfunds 2030 Manager not matched · Mutual fund Index | $1.8M | 13.4% |
| Europac Gro- R6 Amerfunds 2040 Capital Group · Mutual fund | $1.5M | 11.5% |
| New World R6 Amerfunds 2010 Manager not matched · Mutual fund | $1.5M | 11.1% |
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $1.5M | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $1.5M | 11.1% |
| Amerfunds 2045 Manager not matched · Mutual fund | $1.3M | 10.1% |
| borrower, lessor, or Manager not matched · Other | $791K | 6.0% |
| Growth - R6 Amerfunds 2050 Manager not matched · Mutual fund | $631K | 4.7% |
| American Funds American Mutual Fund R6 Capital Group · Mutual fund | $594K | 4.5% |
| Targ Dateret R Amerfunds 2060 Manager not matched · Mutual fund | $505K | 3.8% |
Added 5 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedEstate Index ADm Amerfunds 2030 | $1.8M |
| AddedEuropac Gro- R6 Amerfunds 2040 | $1.5M |
| AddedNew World R6 Amerfunds 2010 | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.