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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,865 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 255 EXECUTIVE DRIVE SUITE 305 · PLAINVIEW, NY 11803 | Other Services | $0 |
2 funds of $250K or more; 13 lines in all, holding $1.2M of the plan's $1.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $1.0M | 87.8% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $112K | 9.5% |
| Capital Appreciation Institutional Fund - R Manager not matched · Mutual fund | $11K | 0.9% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $7K | 0.6% |
| Goldman Sachs Emerging Markets Equity Insights Fund Class R Shares Goldman Sachs · Mutual fund | $3K | 0.3% |
| US Equity - R2 JPMorgan · Other | $3K | 0.3% |
| State Street State St Russ SC IDX Viii State Street (SSgA) · Mutual fund Index | $2K | 0.2% |
| Smart Retirement CP Vl - R2 JPMorgan · Other | $1K | <0.1% |
| State Street State St Intl Index SecLend Viii State Street (SSgA) · Mutual fund Index | $1K | <0.1% |
| Delaware Ivy International Core Equity - R Macquarie / Nomura · Other | $715 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.