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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,618 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $7,269 |
4 funds of $250K or more; 20 lines in all, holding $2.8M of the plan's $2.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $2.1M | 72.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $190K | 6.7% |
| Massachusetts Manager not matched · Mutual fund | $115K | 4.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $62K | 2.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $57K | 2.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $55K | 1.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $50K | 1.8% |
| Vanguard Ext Mkt Index - Admira Vanguard · Mutual fund Index | $48K | 1.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $45K | 1.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $42K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.