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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,554 |
16 funds of $250K or more; 22 lines in all, holding $15.4M of the plan's $15.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.0M | 71.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $588K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $534K | 3.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $498K | 3.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $464K | 3.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $411K | 2.7% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $272K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $268K | 1.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 1.5% |
| Vanguard REIT Index Adm Vanguard · Mutual fund Index | $181K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.