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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,560 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,066 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Services | $0 |
10 funds of $250K or more; 34 lines in all, holding $19.8M of the plan's $21.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AC ONE Choice Moderate PT R Manager not matched · Other | $11.1M | 56.3% |
| Victory Pioneer R Victory Capital · Mutual fund | $1.9M | 9.5% |
| AC ONE Choice VRY AGG R Manager not matched · Other | $1.2M | 6.1% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $1.2M | 6.1% |
| Invesco Value Opportunities Fund Class R Invesco · Mutual fund | $765K | 3.9% |
| Franklin High Income Fund Class R Franklin Templeton · Mutual fund | $625K | 3.2% |
| John Hancock Stable Value I6 John Hancock (Manulife) · Insurance contract | $439K | 2.2% |
| Invesco S&P 500 Index Fund Class A Invesco · Mutual fund IndexPossible retail class A | $362K | 1.8% |
| AC ONE Choice Conservativept R Manager not matched · Other | $292K | 1.5% |
| Pioneer Global Sust Equity R Victory Capital · Other | $281K | 1.4% |
See the other 24 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,097 | $55,416-11.4% | $75,972-35.4% | $77,643-36.8% |
| Participation rate | 64.1% | 63.6%+0.5pp | 69.1%-5.0pp | 70.6%-6.5pp |
| Annual return | 13.87% | 17.07%-3.2pp | 359.55%-345.7pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,383 | $1,788+33.3% | $2,685-11.2% | $2,726-12.6% |
| Participant deferral / active EE | $3,289 | $3,447-4.6% | $4,255-22.7% | $4,647-29.2% |
| Admin fee / account holder | $77 | $414-81.5% | $6,467-98.8% | $430-82.2% |