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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,589 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $33,332 |
17 funds of $250K or more; 23 lines in all, holding $12.2M of the plan's $12.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.1M | 41.8% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $1.2M | 9.7% |
| Columbia Dividend Fund A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $873K | 7.1% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $818K | 6.7% |
| JP Morgan Growth Adv R6 JPMorgan · Mutual fund | $802K | 6.6% |
| AllianceBernstein Large Cap Growth A AllianceBernstein · Other | $736K | 6.0% |
| Driehaus Emerging Mkts SC Grwt Manager not matched · Other | $416K | 3.4% |
| BNY Mellon Small/Mid Cap Grw A BNY · Other | $301K | 2.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $301K | 2.5% |
| Macquarie Mid Cap Growth Y Macquarie / Nomura · Other | $255K | 2.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.