Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,347 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
5 funds of $250K or more; 17 lines in all, holding $1.8M of the plan's $1.8M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $1.3M | 71.6% |
| T. Rowe Price International Value Equity Fund T. Rowe Price · Mutual fund | $321K | 18.2% |
| Alger Capital Appreciation Institutional Fund Class I Manager not matched · Mutual fund | $63K | 3.6% |
| Davis New York Venture Fund Manager not matched · Mutual fund | $18K | 1.0% |
| State Street Russell Small Cap Index Securities Lendin State Street (SSgA) · Collective trust Index | $16K | 0.9% |
| Virtus NFJ Small-Cap Value Fund Virtus · Mutual fund | $16K | 0.9% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $16K | 0.9% |
| State Street Cash Series U.S. Government Fund State Street (SSgA) · Money market | $14K | 0.8% |
| State Street S&P 500 Index Securities Lending Series Fund State Street (SSgA) · Collective trust Index | $12K | 0.7% |
| BlackRock Advantage Large Cap Value Fund BlackRock · Mutual fund | $11K | 0.6% |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.