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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATIVE SERVICE PROFESSIONAL10+ years Service code 10 · EIN 20-4056745 | Accounting | $153,801 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 45-3008106 | Contract Administrator | $137,444 |
RBC WEALTH MANAGEMENT10+ years Service code 28 · EIN 41-1416330 | Investment Management | $25,393 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $13,250 |
SPEAR WILDERMAN4 years Filed as: SPEAR WILDERMAN PC Service code 29 · EIN 23-2749511 | Legal | $7,752 |
7 funds of $250K or more; 9 lines in all, holding $31.6M of the plan's $32.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $13.7M | 43.4% |
| Fixed income mutual funds: John Hancock Bond Fund R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $11.7M | 37.0% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $2.1M | 6.7% |
| International equity mutual fund: Blackrock Global Allocation Fund BlackRock · Mutual fund | $1.6M | 4.9% |
| Date Equity mutual funds: Aberdeen US Small Cap Equity Fund Principal · Mutual fund | $992K | 3.1% |
| Macquarie Small Cap Core Macquarie / Nomura · Other | $943K | 3.0% |
| Pgim Short Duration High Yield Income Fund Prudential (PGIM) · Mutual fund | $610K | 1.9% |
| Money market mutual fund: Federated Govt Obligations Adm Federated Hermes · Money market | $1K | <0.1% |
| JPMorgan US Gov't Money Market Fund 205 JPMorgan · Money market | $216 | <0.1% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.