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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,545 |
14 funds hold $440K of the plan's $463K. From the 2025 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, 9 vintages | $365K | 82.9% |
| Attachment to 2025 Form Manager not matched · Other | $22K | 5.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $17K | 3.8% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $15K | 3.3% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $5K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.7% |
| FID Infl-P BD IDX Fidelity (FMR) · Other Index | $3K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.7% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $3K | 0.6% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $2K | 0.4% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).