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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 86-3794991 | Recordkeeping | $10,713 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,897 |
2 funds of $250K or more; 20 lines in all, holding $2.0M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Financial Designs Wealth Management.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.6M | 79.4% |
| Fidelity Balanced Fund Class K Fidelity (FMR) · Mutual fund | $123K | 6.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $37K | 1.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $22K | 1.1% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $22K | 1.1% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $21K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 1.0% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $20K | 1.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 1.0% |
Covers 61,314 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.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.