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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,623 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $8,765 |
3 funds of $250K or more; 18 lines in all, holding $2.1M of the plan's $2.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $1.4M | 68.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 1 vintage | $260K | 12.3% |
| Blackrock Lifepath Ret Fund K BlackRock · Mutual fund | $117K | 5.5% |
| FID 500 IND Fidelity (FMR) · Other | $91K | 4.3% |
| Morley Stable Value Class 25-I Principal · Insurance contract | $32K | 1.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $23K | 1.1% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 1.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $20K | 1.0% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 0.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $17K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.