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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,973 |
11 funds hold $361K of the plan's $364K. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $239K | 66.2% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $69K | 19.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $20K | 5.6% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $10K | 2.8% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $8K | 2.2% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $6K | 1.6% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $4K | 1.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $2K | 0.5% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $1K | 0.4% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $1K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.