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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,485 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
18 funds of $250K or more; 22 lines in all, holding $9.3M of the plan's $10.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.6M | 50.0% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $818K | 8.8% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $438K | 4.7% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $425K | 4.6% |
| Amer Mutual FND- R3 Manager not matched · Other | $381K | 4.1% |
| Janus Henderson Forty Fund Class S Janus Henderson · Mutual fund | $371K | 4.0% |
| American Funds Inv CO OF Amer Capital Group · Mutual fund | $272K | 2.9% |
| JPMorgan Small Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $268K | 2.9% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $256K | 2.8% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $253K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.