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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,547 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 21 lines in all, holding $14.8M of the plan's $15.4M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.4M | 49.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 7.9% |
| Columbia Dividend Income Class I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $808K | 5.4% |
| Stable value collective trust fund (held by Reliance Trust Company) Wilmington Trust, N.A. Manager not matched · Stable value Stable value | $575K | 3.9% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $499K | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $426K | 2.9% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $405K | 2.7% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $300K | 2.0% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $267K | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.