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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,987 |
12 funds of $250K or more; 17 lines in all, holding $8.2M of the plan's $8.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $2.3M | 28.6% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $1.2M | 14.1% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $1.1M | 13.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $718K | 8.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $498K | 6.1% |
| iShares Russell BlackRock · ETF Index | $490K | 6.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $461K | 5.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $283K | 3.5% |
| iShares MSCI Total International Index Fund Class K BlackRock · Collective trust Index | $204K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $178K | 2.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.