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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,723 |
18 funds of $250K or more; 19 lines in all, holding $37.0M of the plan's $37.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Russell BlackRock · ETF Index | $12.6M | 34.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.2M | 24.8% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $4.9M | 13.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 7.1% |
| State ST Equity 500 Index K Manager not matched · Mutual fund Index | $1.9M | 5.0% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $1.1M | 3.1% |
| Ishares MSCI Total Intl IDX K BlackRock · ETF Index | $1.0M | 2.7% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $868K | 2.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $853K | 2.3% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $543K | 1.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.