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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,387 |
ADP BROKER-DEALER1+ years Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $8,395 |
11 funds of $250K or more; 21 lines in all, holding $9.6M of the plan's $10.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $6.1M | 64.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $1.4M | 14.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $406K | 4.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $325K | 3.4% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $275K | 2.9% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $171K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $166K | 1.7% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $136K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 1.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.