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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,908 |
5 funds of $250K or more; 23 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.5M | 91.4% |
| State Street Equity Index K State Street (SSgA) · Mutual fund Index | $139K | 3.6% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $37K | 1.0% |
| American Funds Capital Group · Mutual fund | $27K | 0.7% |
| BlackRock BlackRock · Mutual fund | $25K | 0.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $14K | 0.4% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $13K | 0.3% |
| iShares MSCI EAFE International Index KL BlackRock · ETF Index | $7K | 0.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $7K | 0.2% |
| Emerging Markets R6 Manager not matched · Mutual fund | $5K | 0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.