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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $835 |
ADP BROKER-DEALER1+ years Service code 63 · EIN 22-3319984 | 12b-1 Fees | $0 |
11 funds of $250K or more; 23 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $3.3M | 35.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 18.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $970K | 10.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $501K | 5.5% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $420K | 4.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $397K | 4.4% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $349K | 3.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $310K | 3.4% |
| Als Real Return R6 Manager not matched · Mutual fund | $198K | 2.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $179K | 2.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.