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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,615 |
1 fund of $250K or more; 21 lines in all, holding $1.9M of the plan's $2.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $1.4M | 76.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $99K | 5.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $51K | 2.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $43K | 2.3% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund IndexPossible retail class A | $42K | 2.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $40K | 2.1% |
| Goldman Sachs Inflation Protected Securities Fund Class R6 Shares Goldman Sachs · Mutual fund Possible retail class A | $31K | 1.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $29K | 1.6% |
| Vanguard Small Cap Index Admr Vanguard · Mutual fund IndexPossible retail class A | $18K | 0.9% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $15K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.