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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,648 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 900 WILSHIRE SUITE 255 · TROY, MI 48084 | Other Services | $0 |
4 funds of $250K or more; 18 lines in all, holding $4.5M of the plan's $4.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $1.8M | 40.0% |
| BlackRock LifePath Dynamic Retirement Fund (A) BlackRock · Mutual fund Possible retail class A | $374K | 8.3% |
| State Street S&P Mid Cap Index Non-Lending Class J State Street (SSgA) · Collective trust Index | $301K | 6.7% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $237K | 5.3% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $235K | 5.2% |
| Fidelity Advisor Growth Opportunities Fund Class A Fidelity (FMR) · Mutual fund Possible retail class A | $214K | 4.8% |
| JPMorgan U.S. Small Company Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $175K | 3.9% |
| BNY Mellon Dynamic Value Fund Class A BNY · Mutual fund Possible retail class A | $167K | 3.7% |
| Fidelity Advisor Investment Grade Bond Fund ClassM Fidelity (FMR) · Mutual fund | $162K | 3.6% |
| Invesco Stable Asset - Adp59 Invesco · Stable value Stable value | $146K | 3.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.