Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 90-0138117 | Recordkeeping | $48,947 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,414 |
Service code 26 · EIN 94-3250323 | Advisory (Participants) | $9,592 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
23 funds of $250K or more; 22 lines in all, holding $40.7M of the plan's $41.4M. From the 2025 filing. Recordkeeper: The Patriot Fncl GRP Insur. Agency.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $27.2M | 66.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 7.0% |
| Vanguard Target Retirement Vanguard · Other Target-date, 1 vintage | $1.9M | 4.7% |
| Fidelity Growth Company K6 Fund Fidelity (FMR) · Mutual fund | $1.0M | 2.5% |
| Van Target Retire Inc Vanguard · Mutual fund | $989K | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $752K | 1.8% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $742K | 1.8% |
| Putnam Stable Value 25 Franklin Templeton · Insurance contract | $714K | 1.8% |
| International GR II R1 Manager not matched · Other | $614K | 1.5% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $566K | 1.4% |
Added 2 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedVan Target Retire Inc | $989K |
| DroppedInternational Growth Fund II Class R1 | $472K |
| DroppedPgim High Yield Fund Class Z | $399K |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.