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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,320 |
1 fund of $250K or more; 8 lines in all, holding $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $450K | 34.3% |
| Issuer, Borrower, Lessor or Manager not matched · Other | $264K | 20.1% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $170K | 13.0% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $154K | 11.8% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $138K | 10.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $75K | 5.8% |
| Vanguard Emerging Markets Stock Index Registered Investment Company Vanguard · Mutual fund Index | $59K | 4.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1K | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.