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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,101 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,881 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
12 funds of $250K or more; 17 lines in all, holding $21.9M of the plan's $22.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $16.6M | 75.9% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 7.8% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.0M | 4.8% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $482K | 2.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $346K | 1.6% |
| Lord Abbett Short Duration Lord Abbett · Mutual fund | $298K | 1.4% |
| Invesco Small Cap Growth Fund Invesco · Mutual fund | $232K | 1.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $200K | 0.9% |
| John Hancock Capital Group · Mutual fund | $192K | 0.9% |
| Collateral, Par, or Maturity Value Value Money Market Manager not matched · Money market | $159K | 0.7% |
Covers 60,908 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.