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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $126,566 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $102,156 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
18 funds hold $22.3M of the plan's $22.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $10.4M | 46.5% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $5.8M | 25.9% |
| Wells Fargo Discovery US Core Fund Allspring · Mutual fund | $1.4M | 6.3% |
| Loomis Sayles Growth Fund Class A Natixis IM · Mutual fund Possible retail class A | $998K | 4.5% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $593K | 2.7% |
| Invesco S&P 500 Index Fund Invesco · Mutual fund Index | $562K | 2.5% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $542K | 2.4% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $309K | 1.4% |
| Nomura Small Cap Value Fund Macquarie / Nomura · Mutual fund | $284K | 1.3% |
| JPMorgan U.S. Small Company Fund JPMorgan · Mutual fund | $283K | 1.3% |
Covers 60,908 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.