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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $213,780 |
11 funds of $250K or more; 22 lines in all, holding $16.2M of the plan's $16.3M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Free Index 2030 Premier Fidelity (FMR) · Mutual fund Index | $3.2M | 19.5% |
| Fidelity Free Index 2025 Premier Fidelity (FMR) · Mutual fund Index | $2.7M | 16.5% |
| Fidelity Free Index 2035 Premier Fidelity (FMR) · Mutual fund Index | $2.6M | 16.2% |
| Fidelity Free Index 2040 Premier Fidelity (FMR) · Mutual fund Index | $2.3M | 14.3% |
| Fidelity Free Index 2045 Premier Fidelity (FMR) · Mutual fund Index | $1.6M | 9.9% |
| Fidelity Free Index 2020 Premier Fidelity (FMR) · Mutual fund Index | $867K | 5.3% |
| Fidelity Free Index 2050 Premier Fidelity (FMR) · Mutual fund Index | $810K | 5.0% |
| Fidelity Free Index 2055 Premier Fidelity (FMR) · Mutual fund Index | $508K | 3.1% |
| Fidelity Free Index 2060 Premier Fidelity (FMR) · Mutual fund Index | $480K | 3.0% |
| Fidelity Free Index 2015 Premier Fidelity (FMR) · Mutual fund Index | $421K | 2.6% |
Covers 60,908 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.
Annual investment return 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.