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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,463 |
KESTRA FINANCIAL1+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $26,306 |
10 funds of $250K or more; 18 lines in all, holding $9.7M of the plan's $9.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.6M | 57.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 13.2% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $531K | 5.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $452K | 4.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $334K | 3.4% |
| American Funds Euro Pacific Fund R6 Capital Group · Mutual fund | $250K | 2.6% |
| Columbia Select Mid Cap Value Fund (I3) Ameriprise (Columbia Threadneedle) · Mutual fund | $234K | 2.4% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $217K | 2.2% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $214K | 2.2% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market | $167K | 1.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.