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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,275 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERPRISE FINANCIAL Service code 49 2024 WEST HENRIETTA RD SUITE 5D · ROCHESTER, NY 14623 | Other Services | $0 |
11 funds of $250K or more; 17 lines in all, holding $8.4M of the plan's $8.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $5.3M | 63.6% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $815K | 9.7% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-R Class T. Rowe Price · Mutual fund | $565K | 6.8% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $345K | 4.1% |
| State Street S&P MD CP IDX NL J State Street (SSgA) · Collective trust Index | $320K | 3.8% |
| Goldman Small Cap Value A Goldman Sachs · Other | $193K | 2.3% |
| Principal Real Estate SEC R3 Principal · Mutual fund Possible retail class R3 | $156K | 1.9% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $146K | 1.8% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $135K | 1.6% |
| JPM Gvnmt BD FD R3 JPMorgan · Mutual fund Possible retail class R3 | $91K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
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.