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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,629 |
14 funds of $250K or more; 23 lines in all, holding $13.4M of the plan's $13.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $7.9M | 59.2% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $1.6M | 12.0% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $853K | 6.4% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $488K | 3.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $398K | 3.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $352K | 2.6% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $292K | 2.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $241K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $239K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $195K | 1.5% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.