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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,605 |
HARBOR INVESTMENT ADVISORY LLC1+ years Filed as: HARBOR INVESTMENT ADVISORY Service code 49 2330 W JOPPA ROAD · LUTHERVILLE, MD 21093 | Other Services | $7,904 |
7 funds of $250K or more; 15 lines in all, holding $4.5M of the plan's $4.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $3.0M | 66.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $260K | 5.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $259K | 5.7% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $143K | 3.2% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $137K | 3.0% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $126K | 2.8% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $87K | 1.9% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund | $82K | 1.8% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $77K | 1.7% |
| Undisc Mgrs Behavioral Val R6 Manager not matched · Mutual fund | $74K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.