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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $493,123 |
Service code 15 · EIN 26-4195557 | Recordkeeping | $47,705 |
BDO USA, LLP3 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $26,500 |
10 funds of $250K or more; 18 lines in all, holding $23.7M of the plan's $24.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $23.4M | 98.6% |
| Par, or Maturity Value Cost Value Collective Investment Trust Manager not matched · Collective trust | $103K | 0.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.2% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $41K | 0.2% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $23K | <0.1% |
| Spectra Fund Class Z Manager not matched · Mutual fund | $22K | <0.1% |
| American Beacon Man Large Cap Value Fund American Beacon (Resolute) · Mutual fund | $17K | <0.1% |
| Vanguard Real Estate Index Fund Investor Shares Vanguard · Mutual fund Index | $13K | <0.1% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $13K | <0.1% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $11K | <0.1% |
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.
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.