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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,922 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $23,983 |
12 funds of $250K or more; 28 lines in all, holding $15.5M of the plan's $15.6M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LT HY 2030 Z Principal · Collective trust | $4.0M | 26.1% |
| Principal LT HY 2040 Z Principal · Collective trust | $1.9M | 12.1% |
| Principal LT HY 2050 Z Principal · Collective trust | $1.5M | 9.7% |
| Principal LT HY 2035 Z Principal · Collective trust | $1.3M | 8.3% |
| Principal LT HY 2045 Z Principal · Collective trust | $1.1M | 7.4% |
| Principal LT HY 2055 Z Principal · Collective trust | $907K | 5.9% |
| Principal LT HY 2025 Z Principal · Collective trust | $836K | 5.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $657K | 4.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $564K | 3.6% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $500K | 3.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.