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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $136 |
4 funds of $250K or more; 9 lines in all, holding $4.1M of the plan's $4.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $3.6M | 87.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $95K | 2.3% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $94K | 2.3% |
| iShares Russell BlackRock · ETF Index | $93K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 2.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $59K | 1.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $51K | 1.2% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $24K | 0.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $9K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.