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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $13,440 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,935 |
ADP BROKER-DEALER1+ years Service code 49 | Other Services | $0 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $0 |
8 funds of $250K or more; 17 lines in all, holding $6.0M of the plan's $6.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $2.5M | 41.7% |
| Invesco Core Bond Fund Class A Invesco · Mutual fund Possible retail class A | $775K | 13.0% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class A | $659K | 11.1% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class A | $571K | 9.6% |
| Am Funds Wash Mutual Inv - R3 Mutual Fund Manager not matched · Mutual fund Possible retail class A | $398K | 6.7% |
| Invesco S&P 500 Index Fund Class A Invesco · Mutual fund IndexPossible retail class A | $196K | 3.3% |
| JPMorgan U.S. Small Company Fund Class R3 JPMorgan · Mutual fund Possible retail class A | $178K | 3.0% |
| VIC PIO Fundamental Growth A Mutual Fund Manager not matched · Mutual fund Possible retail class A | $170K | 2.8% |
| International Growth and Income Fund Class A Capital Group · Mutual fund Possible retail class A | $166K | 2.8% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $123K | 2.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.