Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
5 funds hold $91K of the plan's $91K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $90K | 98.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $290 | 0.3% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund Possible retail class A | $281 | 0.3% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund IndexPossible retail class A | $281 | 0.3% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $195 | 0.2% |
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.
Participant 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.