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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $103,163 |
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $29,931 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
11 funds of $250K or more; 19 lines in all, holding $8.1M of the plan's $9.6M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2025 R6 TIAA (Nuveen) · Mutual fund Index | $1.2M | 14.7% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $1.0M | 12.6% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $989K | 12.3% |
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $828K | 10.3% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $607K | 7.5% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $605K | 7.5% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $597K | 7.4% |
| Putnam Stable Value 25 Franklin Templeton · Stable value Stable value | $575K | 7.1% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $498K | 6.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $391K | 4.9% |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.