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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-3968744 5959 ROCKSIDE WOODS BLVD NORTH · CLEVELAND, OH 44131 | Advisory (Participants) | $20,706 |
10 funds of $250K or more; 27 lines in all, holding $10.7M of the plan's $10.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.5M | 23.3% |
| John Hancock JH Multimanager Moderate LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.9M | 18.1% |
| John Hancock JH Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.4M | 13.3% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.3M | 12.5% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Insurance contract | $416K | 3.9% |
| American Century Heritage American Century · Insurance contract | $363K | 3.4% |
| John Hancock Life Insurance Company John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $361K | 3.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $355K | 3.3% |
| John Hancock High Yield Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $306K | 2.9% |
| JH Multimanager Conservative LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $291K | 2.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.