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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
14 funds of $250K or more; 23 lines in all, holding $15.1M of the plan's $15.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $6.4M | 42.3% |
| Borrower, Lessor or Manager not matched · Mutual fund | $2.1M | 13.9% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $1.9M | 12.3% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.5M | 9.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $889K | 5.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $503K | 3.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $394K | 2.6% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $308K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $232K | 1.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $152K | 1.0% |
Added 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Growth Fund of Amer R6 | $1.9M |
| Share class changeState Street Equity 500 Index K a to State Street Equity 500 Index Fund Class K | $870K to $1.5M |
| Share class changeT. Rowe Price Dividend Growth a to T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class | $298K to $394K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.