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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65 |
8 funds of $250K or more; 13 lines in all, holding $5.4M of the plan's $5.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, other, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Lessor, or Similar Manager not matched · Other | $1.0M | 19.2% |
| MFS Growth Fund MFS (Sun Life) · Insurance contract | $689K | 12.8% |
| JPMorgan SmartRetirement JPMorgan · Insurance contract Target-date, 3 vintages | $658K | 12.2% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · Insurance contract Index | $633K | 11.7% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · Insurance contract Index | $536K | 9.9% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · Insurance contract Index | $500K | 9.3% |
| American Funds Washington Mutual Account Capital Group · Insurance contract | $437K | 8.1% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Insurance contract Index | $378K | 7.0% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · Insurance contract Index | $186K | 3.4% |
| Goldman Sachs High Yield Goldman Sachs · Insurance contract | $102K | 1.9% |
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.
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.