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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $270,756 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 15 · EIN 81-3968784 | Recordkeeping | $148,323 |
24 funds of $250K or more; 17 lines in all, holding $84.0M of the plan's $86.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $55.2M | 65.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.1M | 7.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.8M | 5.7% |
| Galliard Stable Return Fund C Allspring · Mutual fund Possible retail class C | $3.7M | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 2.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.7M | 2.1% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $1.6M | 1.9% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $946K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.