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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $124,256 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $79,021 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
25 funds of $250K or more; 20 lines in all, holding $32.7M of the plan's $33.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $20.0M | 61.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.5M | 7.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.8M | 5.5% |
| JPMorgan U.S. Garp Equity Fund JPMorgan · Mutual fund | $1.5M | 4.6% |
| Franklin Small-Mid Cap Growth Fund Franklin Templeton · Mutual fund | $941K | 2.9% |
| iShares Russell 2000 Small-Cap BlackRock · ETF Index | $805K | 2.5% |
| Macquarie Science And Technology Macquarie / Nomura · Other | $799K | 2.4% |
| Lord Abbett Mid Cap Stock Fund Inc Lord Abbett · Mutual fund | $792K | 2.4% |
| Invesco Comstock Fund Invesco · Mutual fund | $684K | 2.1% |
| ClearBridge Small Cap Growth Franklin Templeton · Other | $412K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.