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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,603 |
7 funds of $250K or more; 21 lines in all, holding $4.4M of the plan's $4.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $3.6M | 80.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $260K | 5.9% |
| State ST Equity 500 Index K Manager not matched · Mutual fund Index | $169K | 3.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $139K | 3.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 1.6% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $37K | 0.8% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $30K | 0.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $21K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.5% |
| DFA Commodity Strat Port Inst Dimensional · Mutual fund | $17K | 0.4% |
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.