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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 |
1 fund of $250K or more; 20 lines in all, holding $1.7M of the plan's $1.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $286K | 17.2% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $227K | 13.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $183K | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Possible retail class A | $152K | 9.1% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $145K | 8.7% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $134K | 8.1% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $109K | 6.6% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $107K | 6.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $81K | 4.9% |
| Nuveen LC Index 2065 R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $64K | 3.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.