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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $59,627 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,711 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
25 funds of $250K or more; 33 lines in all, holding $25.3M of the plan's $25.8M. From the 2024 filing. Recordkeeper: Morgan Stanley.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $8.2M | 32.5% |
| Metlife Great Gray Stable Value Fund MetLife · Stable value Stable value | $2.2M | 8.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.0M | 8.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.9M | 7.3% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $1.7M | 6.8% |
| Columbia Global Technology Growth Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.5M | 5.9% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $1.1M | 4.5% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $934K | 3.7% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $632K | 2.5% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $521K | 2.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.