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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,822 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
12 funds of $250K or more; 20 lines in all, holding $8.1M of the plan's $8.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $5.3M | 65.2% |
| State ST S&P 500 IDX IX Manager not matched · Other Index | $589K | 7.3% |
| Alger Capital Appr Instit - I Manager not matched · Other | $323K | 4.0% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $307K | 3.8% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $265K | 3.3% |
| Janus Hendersontriton Fund - S Janus Henderson · Mutual fund | $224K | 2.8% |
| Pgim High Yield - A Prudential (PGIM) · Other | $196K | 2.4% |
| Pioneer Bond Fund: Class A Victory Capital · Mutual fund Possible retail class A | $148K | 1.8% |
| Undiscovered Mgrs Bhvl VAL A Manager not matched · Other | $138K | 1.7% |
| State ST S&P MD CP IDX NL J Manager not matched · Other Index | $118K | 1.5% |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.