Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,834 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $5,206 |
2 funds of $250K or more; 15 lines in all, holding $2.0M of the plan's $2.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.9M | 96.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 1.3% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $17K | 0.9% |
| Vanguard Equity Income Vanguard · Mutual fund | $6K | 0.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $3K | 0.2% |
| Victory RS Global Fund Class R6 Victory Capital · Mutual fund | $3K | 0.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $3K | 0.1% |
| Bond Fund OF America Capital Group · Mutual fund | $2K | <0.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | <0.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.