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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $176,191 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW ASSURANCE Service code 57 · EIN 38-2492570 305 WEST BIG BEAVER ROAD · TROY, MI 48084 | Redemption fees | $24,596 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $15,852 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $14,531 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $12,376 |
33 funds of $250K or more; 37 lines in all, holding $68.2M of the plan's $69.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 10 vintages | $50.1M | 73.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $3.1M | 4.6% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $2.2M | 3.3% |
| John Hancock Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.8M | 2.7% |
| Reliance MetLife Stable Value MetLife · Insurance contract | $1.3M | 1.9% |
| American Balanced Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.0M | 1.5% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $768K | 1.1% |
| Vanguard Mid-Cap Growth ETF Vanguard · Insurance contract | $664K | 1.0% |
| Vanguard Small Cap Grow Index Vanguard · Insurance contract Index | $585K | 0.9% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $537K | 0.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.