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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,375 |
23 funds hold $609K of the plan's $623K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $106K | 17.5% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $95K | 15.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintage | $92K | 15.1% |
| Nuveen LC Index 2065 R6 TIAA (Nuveen) · Mutual fund Index | $74K | 12.2% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $67K | 11.1% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $63K | 10.4% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $45K | 7.4% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $41K | 6.7% |
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $8K | 1.3% |
| Nuveen LC Index 2020 R6 TIAA (Nuveen) · Mutual fund Index | $4K | 0.6% |
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.
Participant 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.