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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,829 |
7 funds of $250K or more; 23 lines in all, holding $10.0M of the plan's $10.3M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $8.3M | 82.6% |
| State Street Equity 500 Index Fund Class K Manager not matched · Mutual fund Index | $354K | 3.5% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $217K | 2.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $196K | 2.0% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $124K | 1.2% |
| GS Inflation Protected Sec R6 Goldman Sachs · Mutual fund | $115K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $108K | 1.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $94K | 0.9% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $72K | 0.7% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $70K | 0.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.