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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $144,215 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $9,450 |
21 funds of $250K or more; 15 lines in all, holding $38.0M of the plan's $38.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: T. Rowe Price Retirement, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $17.8M | 46.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 18.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 7.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 5.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 5.6% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund | $1.4M | 3.8% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 3.4% |
| MetLife Stable Value J MetLife · Stable value Stable value | $795K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $677K | 1.8% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $536K | 1.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.