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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
11 funds hold $211K of the plan's $212K. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $173K | 82.0% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $27K | 12.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 2.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 1.0% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $2K | 0.8% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $1K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $760 | 0.4% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $451 | 0.2% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $190 | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $184 | <0.1% |
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.
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.