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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,999 |
3 funds of $250K or more; 17 lines in all, holding $2.4M of the plan's $2.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $1.8M | 75.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $207K | 8.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 2.7% |
| State Street Equity 500 Index Fund Class K Manager not matched · Mutual fund Index | $46K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $39K | 1.7% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $33K | 1.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $27K | 1.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $26K | 1.1% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $26K | 1.1% |
| FID Free Indx 2015 Prem Fidelity (FMR) · Other Index | $25K | 1.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.