Filings through .
Filed June 29, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,504 |
5 funds of $250K or more; 14 lines in all, holding $3.6M of the plan's $3.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.5M | 67.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $285K | 7.8% |
| MetLife Rel St Val MetLife · Collective trust | $239K | 6.6% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $135K | 3.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $120K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $110K | 3.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $88K | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 1.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $50K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $23K | 0.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
The auditor signed off without reservation. This is the cleanest opinion.