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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,730 |
MARINER WEALTH ADVISORS, LLC5 years Service code 15 · EIN 20-4553256 | Recordkeeping | $25,814 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
8 funds of $250K or more; 25 lines in all, holding $7.8M of the plan's $8.0M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| 2050 Fund Vanguard Vanguard · Mutual fund | $1.5M | 19.2% |
| 2040 Fund Vanguard Vanguard · Mutual fund | $980K | 12.5% |
| Vanguard 2060 Fund Vanguard · Mutual fund | $786K | 10.0% |
| 2035 Fund Vanguard Vanguard · Mutual fund | $772K | 9.9% |
| 2055 Fund Vanguard Vanguard · Mutual fund | $726K | 9.3% |
| 2030 Fund Vanguard Vanguard · Mutual fund | $641K | 8.2% |
| 2045 Fund Vanguard Vanguard · Mutual fund | $453K | 5.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $409K | 5.2% |
| Morley Stable Value Fund Principal · Stable value Stable value | $235K | 3.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $223K | 2.8% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.