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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,205 |
15 funds hold $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $658K | 61.7% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $143K | 13.4% |
| The New Economy Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $46K | 4.3% |
| American Funds Fundamental Investors Class R-3 Capital Group · Mutual fund Possible retail class R3 | $36K | 3.4% |
| American Mutual Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $36K | 3.3% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $32K | 3.0% |
| Income Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $24K | 2.3% |
| Smallcap World Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $23K | 2.1% |
| American Balanced Fund R3 Capital Group · Mutual fund Possible retail class R3 | $22K | 2.0% |
| U.S. Government Securities Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $11K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.