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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $116,427 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $40,664 |
Service code 27 · EIN 30-0132728 | Advisory (Plan) | $11,468 |
12 funds of $250K or more; 25 lines in all, holding $23.5M of the plan's $24.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $21.7M | 92.3% |
| Market Fund Common Collective Trust MetLife MetLife · Collective trust | $363K | 1.5% |
| Vanguard 500 Index Fund (R) Vanguard · Mutual fund Index | $312K | 1.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $265K | 1.1% |
| American Funds New Perspective R6 N/R Capital Group · Mutual fund | $139K | 0.6% |
| Vanguard Balanced Index Fund (R) Vanguard · Mutual fund Index | $138K | 0.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $84K | 0.4% |
| Vanguard Value Index Fund N/R Vanguard · Mutual fund Index | $81K | 0.3% |
| Western Asset Management Western Asset Core Bond Fund N/R Raymond James · Mutual fund | $63K | 0.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.