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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,334 |
9 funds of $250K or more; 21 lines in all, holding $7.7M of the plan's $7.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $5.7M | 74.8% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $461K | 6.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $355K | 4.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $255K | 3.3% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $196K | 2.6% |
| Growth Fund OF America Capital Group · Mutual fund | $137K | 1.8% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $106K | 1.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $86K | 1.1% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $57K | 0.7% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $48K | 0.6% |
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.
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.