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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP RETIREMENT SERVICES Service code 15 · EIN 13-3036745 | Recordkeeping | $22,113 |
Filed as: MAYFLOWER FINANCIAL ADVISORS, LLC Service code 15 · EIN 84-4826355 | Recordkeeping | $18,544 |
ADP BROKER-DEALER2+ years Service code 59 | Shareholder Servicing | $0 |
10 funds of $250K or more; 18 lines in all, holding $8.5M of the plan's $8.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.8M | 79.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $448K | 5.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $265K | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 2.4% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $160K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $139K | 1.6% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $79K | 0.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $75K | 0.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $72K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $69K | 0.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.