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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,025 |
18 funds of $250K or more; 8 lines in all, holding $77.5M of the plan's $79.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $24.1M | 31.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.2M | 20.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.2M | 13.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $8.4M | 10.9% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.5M | 8.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 5.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 5.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 4.7% |
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.
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.
Annual investment return 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.