Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $56,459 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,566 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
16 funds of $250K or more; 11 lines in all, holding $21.5M of the plan's $27.0M. From the 2024 filing. Recordkeeper: LPL Financial.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $6.3M | 29.4% |
| MFS Mass Inv Growth Stock R3 MFS (Sun Life) · Mutual fund | $3.8M | 17.6% |
| Putnam Stable Value Fund 50 Franklin Templeton · Stable value Stable value | $2.5M | 11.6% |
| American Funds Mutual Fund (Class R4) Capital Group · Mutual fund | $2.3M | 10.6% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $1.5M | 7.1% |
| iShares Russell Mid-Cap Index Fund Institutional BlackRock · ETF Index | $1.3M | 5.8% |
| iShares Russell 2000 Small-Cap Index Fund Institutional BlackRock · ETF Index | $1.1M | 5.3% |
| THE Hartford Strategic Income Fund Class R4 Hartford Funds · Mutual fund | $1.1M | 5.2% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $824K | 3.8% |
| American Funds Eurpac GR Fd-R4 Capital Group · Mutual fund | $732K | 3.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.