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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,096 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,036 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
1 fund of $250K or more; 20 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.2M | 43.2% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.1M | 36.7% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $99K | 3.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $79K | 2.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $58K | 2.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $54K | 1.9% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $52K | 1.8% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $46K | 1.6% |
| T-Fund Premier BlackRock · Mutual fund | $29K | 1.0% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $24K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.