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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,310 |
7 funds of $250K or more; 11 lines in all, holding $13.5M of the plan's $13.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Total Return Fund R6 N/R MFS (Sun Life) · Mutual fund | $6.0M | 44.5% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $2.3M | 17.2% |
| b State Street Global Advisors State Street Equity 500 Index K State Street (SSgA) · Mutual fund Index | $2.2M | 16.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 14.9% |
| Lincoln Stable Value Separate A Lincoln Financial · Insurance contract | $762K | 5.7% |
| T. Rowe Price Overseas Stock Fund N/R T. Rowe Price · Mutual fund | $65K | 0.5% |
| iShares MSCI EAFE International Index N/R BlackRock · ETF Index | $45K | 0.3% |
| Fund b Janus Hendersonb Janus Henderson Triton N Janus Henderson · Mutual fund | $28K | 0.2% |
| Vanguard Intermediate-Term Bond Index N/R Vanguard · Mutual fund Index | $27K | 0.2% |
| Vanguard Small-Cap Value Index Fund (R) Vanguard · Mutual fund Index | $27K | 0.2% |
Covers 60,908 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.
The auditor signed off without reservation. This is the cleanest opinion.