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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,045 |
17 funds hold $713K of the plan's $761K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $610K | 85.5% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $40K | 5.6% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $21K | 2.9% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $14K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $8K | 1.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $7K | 0.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.4% |
| Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index | $3K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.4% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $2K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.