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| Provider | Service type | Compensation |
|---|---|---|
PENSION CONSULTANTS, INC.5 years Service code 15 · EIN 06-1504963 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Recordkeeping | $9,333 |
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $3,658 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $0 |
12 funds of $250K or more; 30 lines in all, holding $12.0M of the plan's $12.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, other, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Separate account | $3.3M | 27.5% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $2.4M | 20.4% |
| JH Multimanager Growth LS Manager not matched · Separate account | $1.2M | 9.9% |
| 500 Index Fund Manager not matched · Separate account Index | $934K | 7.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable value | $704K | 5.9% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $442K | 3.7% |
| Fidelity Contrafund Fidelity (FMR) · Separate account | $388K | 3.2% |
| DFA Intermediate Gov Fixed Inc Dimensional · Separate account | $346K | 2.9% |
| American Funds EuroPac Growth Capital Group · Separate account | $327K | 2.7% |
| Sprott Gold Equity Fund Manager not matched · Separate account | $324K | 2.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.