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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,101 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $12,613 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $7,219 |
4 funds of $250K or more; 20 lines in all, holding $3.4M of the plan's $3.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $944K | 27.7% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $837K | 24.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $357K | 10.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $314K | 9.2% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $230K | 6.7% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $174K | 5.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $110K | 3.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $82K | 2.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $78K | 2.3% |
| Pro-Mix Maximum Term Collective Investment Trust Fund Class U Manager not matched · Collective trust | $57K | 1.7% |
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.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.