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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,308 |
28 funds hold $652K of the plan's $652K. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyWayRetirement Index 2065 Fund Class R Manager not matched · Collective trust Index | $108K | 16.6% |
| Mywayretirement Index 2040 R Manager not matched · Collective trust Index | $89K | 13.6% |
| Mywayretirement Index 2055 R Manager not matched · Collective trust Index | $80K | 12.3% |
| MyWayRetirement Index 2045 R Manager not matched · Collective trust Index | $69K | 10.6% |
| Mywayretirement Index 2050 R Manager not matched · Collective trust Index | $60K | 9.2% |
| MyWayRetirement Index 2035 R Manager not matched · Collective trust Index | $54K | 8.3% |
| Mywayretirement Index 2060 R Manager not matched · Collective trust Index | $46K | 7.1% |
| Mywayretirement Index Ret R Manager not matched · Collective trust Index | $46K | 7.0% |
| Mywayretirement Index 2030 R Manager not matched · Collective trust Index | $23K | 3.6% |
| Mywayretirement Large Cap GR R Manager not matched · Collective trust | $17K | 2.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.