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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,092 |
Filed as: OPPORTUNUS WEALTH MGT LLC DBA RETIR Service code 15 · EIN 52-8476588 | Recordkeeping | $21,244 |
7 funds of $250K or more; 16 lines in all, holding $5.8M of the plan's $5.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Principal LifeTime, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintages | $5.6M | 96.0% |
| Metlife Great Grey Stable Value Fund Class J MetLife · Stable value Stable value | $66K | 1.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 0.7% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.4% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $20K | 0.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.3% |
| Ishare Russell Manager not matched · Other | $15K | 0.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $10K | 0.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.