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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,580 |
11 funds hold $642K of the plan's $648K. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $631K | 98.2% |
| Registered Investment Company Nuveen Small Cap Blend Index TIAA (Nuveen) · Mutual fund Index | $3K | 0.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 1 vintage | $2K | 0.3% |
| Investment Including Borrower, Lessor, or Similar Manager not matched · Other | $1K | 0.2% |
| Registered Investment : State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $1K | 0.2% |
| Investment Company JP Morgan Equity Income - Registered JP Morgan JPMorgan · Mutual fund | $1K | 0.2% |
| Registered Investment Company T. Rowe Price Div Growth Index T. Rowe Price · Mutual fund Index | $1K | 0.2% |
| Fidelity Freedom Index Inc Registered Investment Company Fidelity (FMR) · Mutual fund Index | $559 | <0.1% |
| Vanguard Small Cap Value Index Admiral Registered Investment Company Vanguard · Mutual fund Index | $446 | <0.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $312 | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.