Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INV ADVISORS LLC Service code 27 350 LINCOLN ST SUITE 1100 · HINGHAM, MA 02043 | Advisory (Plan) | $28,988 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV. Service code 15 · EIN 01-0233346 | Recordkeeping | $25,123 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $9,451 |
8 funds of $250K or more; 22 lines in all, holding $9.5M of the plan's $9.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $7.6M | 80.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $508K | 5.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $232K | 2.5% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $188K | 2.0% |
| MetLife Stable Value Series Fund MetLife · Stable value Stable value | $142K | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $118K | 1.2% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $108K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $106K | 1.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 1.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $76K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.