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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,124 |
9 funds hold $301K of the plan's $302K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $273K | 90.9% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $21K | 6.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $6K | 1.9% |
| DFA Commodity Strat Port Inst Dimensional · Mutual fund | $176 | <0.1% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $172 | <0.1% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $114 | <0.1% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $107 | <0.1% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $107 | <0.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $105 | <0.1% |
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.
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.