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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,508 |
9 funds of $250K or more; 17 lines in all, holding $5.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $3.2M | 54.1% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $1.1M | 18.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $364K | 6.2% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $290K | 4.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $250K | 4.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $228K | 3.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 3.5% |
| Ishares Russell BlackRock · ETF Index | $100K | 1.7% |
| Ishares MSCI Total Intl IDX K BlackRock · ETF Index | $85K | 1.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 0.7% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.