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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $42,208 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,497 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,715 |
9 funds of $250K or more; 33 lines in all, holding $13.3M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $4.8M | 36.3% |
| American Funds 2035 Targ DateRet R6 Capital Group · Mutual fund | $2.0M | 15.1% |
| American Funds 2050 Targ DateRet R6 Capital Group · Mutual fund | $1.6M | 11.8% |
| American Funds 2045 Targ DateRet R6 Capital Group · Mutual fund | $1.4M | 10.9% |
| American Funds 2030 Targ DateRet R6 Capital Group · Mutual fund | $959K | 7.2% |
| American Funds 2060 Targ DateRet R6 Capital Group · Mutual fund | $628K | 4.7% |
| American Funds 2040 Targ DateRet R6 Capital Group · Mutual fund | $419K | 3.2% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $417K | 3.1% |
| ClearBridge Large Cap Gr IS Franklin Templeton · Other | $177K | 1.3% |
| Columbia Select LC Value I Ameriprise (Columbia Threadneedle) · Mutual fund | $176K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.