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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $33,949 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,907 |
MAULDIN & JENKINS1 year Filed as: MAULDIN AND JENKINS, LLC Service code 15 · EIN 58-0692043 | Recordkeeping | $7,555 |
14 funds hold $20.8M of the plan's $24.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $7.6M | 36.5% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $3.5M | 16.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 8.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $1.6M | 7.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 7.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 6.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $992K | 4.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $718K | 3.4% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $483K | 2.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $471K | 2.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.