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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110,472 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $9,450 |
24 funds of $250K or more; 14 lines in all, holding $70.3M of the plan's $71.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $44.3M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.3M | 14.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 3.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 3.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.0M | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 2.1% |
| Eupac Fund Capital Group · Mutual fund | $1.4M | 2.0% |
| MetLife Stable Value J MetLife · Stable value Stable value | $1.4M | 1.9% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $940K | 1.3% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $867K | 1.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.