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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,088 |
18 funds of $250K or more; 17 lines in all, holding $24.0M of the plan's $25.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $15.9M | 66.3% |
| RTC Invesco Stable Asset Fund Invesco · Stable value Stable value | $2.9M | 12.2% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $1.1M | 4.8% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $628K | 2.6% |
| Vanguard Intermediate-Term Bond Fund Vanguard · Mutual fund | $506K | 2.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $455K | 1.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $407K | 1.7% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $321K | 1.3% |
| iShares Russell BlackRock · ETF Index | $286K | 1.2% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $284K | 1.2% |
Covers 60,908 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.