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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $96,934 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $11,744 |
4 funds of $250K or more; 24 lines in all, holding $2.5M of the plan's $2.6M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $668K | 27.0% |
| Nuveen LC Index 2035 TIAA (Nuveen) · Mutual fund Index | $354K | 14.3% |
| Nuveen LC Index 2030 TIAA (Nuveen) · Mutual fund Index | $333K | 13.5% |
| Nuveen LC Index 2060 TIAA (Nuveen) · Mutual fund Index | $324K | 13.1% |
| Nuveen LC Index 2055 TIAA (Nuveen) · Mutual fund Index | $153K | 6.2% |
| Nuveen LC Index 2045 TIAA (Nuveen) · Mutual fund Index | $150K | 6.1% |
| Nuveen LC Index 2050 TIAA (Nuveen) · Mutual fund Index | $123K | 5.0% |
| Nuveen LC Index 2065 TIAA (Nuveen) · Mutual fund Index | $62K | 2.5% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $46K | 1.9% |
| Nuveen LC Index 2025 TIAA (Nuveen) · Mutual fund Index | $45K | 1.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.