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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,832 |
23 funds hold $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $218K | 15.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $167K | 11.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $159K | 11.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $148K | 10.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $142K | 10.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $123K | 8.7% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $81K | 5.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $67K | 4.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $64K | 4.5% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $44K | 3.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.