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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $35,174 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,483 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
9 funds of $250K or more; 17 lines in all, holding $6.8M of the plan's $7.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.4M | 49.9% |
| Alger Capital Appreciation Instl R Manager not matched · Mutual fund | $488K | 7.1% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $471K | 6.9% |
| MFS Value Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $445K | 6.5% |
| Victory Established Value R Victory Capital · Mutual fund | $394K | 5.8% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $309K | 4.5% |
| JPM International EQ - R2 JPMorgan · Other | $273K | 4.0% |
| Neuberger Small Cap Growth Fund Class R3 Neuberger Berman · Mutual fund Possible retail class R3 | $231K | 3.4% |
| State ST Russ SC IDX Viii Manager not matched · Other Index | $204K | 3.0% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $188K | 2.8% |
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.
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.