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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,360 |
12 funds hold $296K of the plan's $298K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $279K | 94.2% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $10K | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 1.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $2K | 0.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1K | 0.4% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $423 | 0.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $351 | 0.1% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $249 | <0.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $239 | <0.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $166 | <0.1% |
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.
Employer 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.