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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,689 |
8 funds of $250K or more; 38 lines in all, holding $4.7M of the plan's $4.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $668K | 14.1% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $616K | 13.0% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $603K | 12.8% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $589K | 12.5% |
| Nuveen LC Index 2015 R6 TIAA (Nuveen) · Mutual fund Index | $503K | 10.6% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $365K | 7.7% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $298K | 6.3% |
| FID 500 IND Fidelity (FMR) · Other | $255K | 5.4% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $106K | 2.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $72K | 1.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).