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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,087 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $18,210 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
5 funds of $250K or more; 28 lines in all, holding $3.9M of the plan's $4.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $911K | 23.6% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $871K | 22.6% |
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $337K | 8.7% |
| Metlife REL ST VAL MetLife · Other | $317K | 8.2% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $252K | 6.5% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $233K | 6.0% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $188K | 4.9% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $151K | 3.9% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintage | $133K | 3.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $126K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.