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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,826 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,814 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
2 funds of $250K or more; 15 lines in all, holding $1.6M of the plan's $1.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $1.4M | 87.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $96K | 6.1% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $16K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.6% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $9K | 0.6% |
| Blackrock Infl Prot BD Port-A BlackRock · Mutual fund Possible retail class A | $6K | 0.4% |
| AB Small CAP Growth Advisor AllianceBernstein · Other | $6K | 0.4% |
| JAN Henderson GL Life SCI A Janus Henderson · Other | $5K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.