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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $203,179 |
USI INSURANCE SERVICES LLC4 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $65,531 |
15 funds of $250K or more; 24 lines in all, holding $30.4M of the plan's $30.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $19.6M | 64.6% |
| Fidelity Free Indx 2060 IP Fidelity (FMR) · Mutual fund Index | $3.9M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $2.4M | 7.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $949K | 3.1% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $847K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $625K | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $437K | 1.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $282K | 0.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $216K | 0.7% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $202K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.