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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,430 |
12 funds hold $294K of the plan's $297K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $279K | 95.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $5K | 1.9% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $2K | 0.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1K | 0.5% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $1K | 0.4% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $1K | 0.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $910 | 0.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $679 | 0.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $619 | 0.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $610 | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.