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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,059 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $6,624 |
5 funds of $250K or more; 18 lines in all, holding $3.2M of the plan's $3.2M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.5M | 80.4% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $289K | 9.1% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $235K | 7.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $14K | 0.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $8K | 0.3% |
| American Funds Washinton Mutual R6 Capital Group · Mutual fund | $7K | 0.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $7K | 0.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $6K | 0.2% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $6K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.