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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,618 |
CK FINANCIAL LLC8 years Service code 15 · EIN 46-2725880 | Recordkeeping | $14,586 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
13 funds of $250K or more; 15 lines in all, holding $11.3M of the plan's $11.4M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.5M | 66.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 9.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $365K | 3.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $353K | 3.1% |
| Spectra Fund Class Z Manager not matched · Mutual fund | $346K | 3.1% |
| Ultra Growth Fund Manager not matched · Mutual fund | $332K | 2.9% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $278K | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $247K | 2.2% |
| Emerging Markets Fund R6 Class American Century · Mutual fund | $162K | 1.4% |
| Invesco Value Opportunity Fund R6 Invesco · Mutual fund | $161K | 1.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.