Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,887 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFE MARK SECURITIES CORP5 years Service code 49 400 WEST METRO PARK · ROCHESTER, NY 14623 | Other Services | $0 |
17 funds of $250K or more; 14 lines in all, holding $29.2M of the plan's $30.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement Manager not matched · Other Target-date, 7 vintages | $13.9M | 47.5% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $6.0M | 20.7% |
| Franklin Growth R Franklin Templeton · Mutual fund | $2.6M | 8.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $1.6M | 5.4% |
| State ST Targ RET SEC Lend IX Manager not matched · Other | $816K | 2.8% |
| EAV ATL Capital Smid CP R Manager not matched · Other | $808K | 2.8% |
| State ST Russ SC IDX Viii Manager not matched · Other Index | $747K | 2.6% |
| Victory Established Value R Victory Capital · Mutual fund | $710K | 2.4% |
| Invesco Comstock Fund Class R Invesco · Mutual fund | $657K | 2.2% |
| State ST Intl IDX Seclend Viii Manager not matched · Other Index | $650K | 2.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVictory Emerging Markets R | $357K |
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 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.
Participant 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.