Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,220 |
1 fund of $250K or more; 22 lines in all, holding $1.8M of the plan's $1.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $1.1M | 61.4% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $247K | 13.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 4.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $64K | 3.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 2.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $39K | 2.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $38K | 2.1% |
| Attachment to 2025 Form Manager not matched · Other | $28K | 1.5% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $15K | 0.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.