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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,941 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $16,729 |
7 funds of $250K or more; 19 lines in all, holding $4.0M of the plan's $4.0M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.6M | 90.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $59K | 1.5% |
| Amer Funds Amer Bal R6 Fd Capital Group · Mutual fund | $55K | 1.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $50K | 1.3% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $45K | 1.1% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $30K | 0.8% |
| American Funds Inflation Linked Bond Fund Class R-6 Capital Group · Mutual fund | $27K | 0.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $24K | 0.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.5% |
| Pioneer Fundamental Growth K Victory Capital · Other | $19K | 0.5% |
See the other 9 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,309 | $24,733-42.1% | $69,647-79.5% | $74,495-80.8% |
| Participation rate | 91.3% | 63.5%+27.8pp | 66.5%+24.9pp | 67.2%+24.1pp |
| Annual return | 11.32% | 18.55%-7.2pp | 100.48%-89.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,405 | $1,001+40.4% | $1,712-18.0% | $2,623-46.5% |
| Participant deferral / active EE | $3,022 | $1,901+59.0% | $2,886+4.7% | $4,346-30.5% |
| Admin fee / account holder | $135 | $1,892-92.9% | $4,713-97.1% | $1,942-93.0% |