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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 92-2678185 | Recordkeeping | $35,999 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,974 |
21 funds of $250K or more; 23 lines in all, holding $27.7M of the plan's $28.1M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.1M | 29.3% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $4.6M | 16.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $4.1M | 14.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.8M | 6.5% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $1.2M | 4.3% |
| MET SV Solutions J Manager not matched · Other | $1.1M | 4.1% |
| MFS Income Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 3.7% |
| Global Equity Portfolio - Institutional Class Dimensional · Mutual fund | $994K | 3.6% |
| Blackrock Adv Intl K Fund BlackRock · Mutual fund | $969K | 3.5% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $561K | 2.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.