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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
14 funds hold $934K of the plan's $934K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $766K | 82.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $112K | 12.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.8% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $7K | 0.8% |
| American Funds Int GR & Inc R6 Capital Group · Mutual fund | $7K | 0.7% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $6K | 0.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $5K | 0.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2K | 0.2% |
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).