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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,439 |
14 funds hold $262K of the plan's $265K. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $168K | 64.0% |
| Collateral, Value Cost Value Fidelity Freed Manager not matched · Other | $31K | 11.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $28K | 10.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 8.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $4K | 1.5% |
| Nuveen Smallcap Blend Index R TIAA (Nuveen) · Mutual fund Index | $4K | 1.4% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $3K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $996 | 0.4% |
| Vanguard Sm Cp Gr Index -Admira Vanguard · Mutual fund Index | $457 | 0.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $438 | 0.2% |
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.
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.