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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,034 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC4 years Service code 49 7 HANOVER SQ · NEW YORK, NY 10004 | Other Services | $0 |
11 funds of $250K or more; 18 lines in all, holding $7.9M of the plan's $8.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Other Target-date, 9 vintages | $5.6M | 70.7% |
| Amercent Ultra Fund - A Manager not matched · Mutual fund Possible retail class A | $583K | 7.4% |
| Nationwide S&P 500 Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $511K | 6.5% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $188K | 2.4% |
| American Cent SM CAP VAL - A Manager not matched · Other | $170K | 2.1% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $165K | 2.1% |
| Putnam Core Equity Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $107K | 1.3% |
| Invesco Opp Intl Growth - A Invesco · Mutual fund Possible retail class A | $94K | 1.2% |
| Nationwide Small Cap Index Fund Class A Nationwide · Mutual fund IndexPossible retail class A | $83K | 1.0% |
| JPM Gvnmt BD FD R3 JPMorgan · Other | $70K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.