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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,129 |
3 funds of $250K or more; 18 lines in all, holding $2.8M of the plan's $2.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $1.6M | 55.1% |
| State Street Equity 500 Index Fund Class K Manager not matched · Mutual fund Index | $274K | 9.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $137K | 4.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $134K | 4.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $132K | 4.6% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $105K | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 3.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $87K | 3.1% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $85K | 3.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 2.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.