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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,077 |
Filed as: MILLENNIUM TRUST Service code 26 · EIN 94-3428956 | Advisory (Participants) | $598 |
1 fund of $250K or more; 15 lines in all, holding $1.8M of the plan's $1.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.0M | 58.6% |
| Principal LargeCap S&P 500 Principal · Mutual fund IndexRecordkeeper's own fund | $219K | 12.3% |
| Principal LargeCap Growth Principal · Mutual fund Recordkeeper's own fund | $197K | 11.0% |
| MidCap Growth Fund Principal · Mutual fund Recordkeeper's own fund | $51K | 2.9% |
| Principal International Equity Separate Account Principal · Separate account Recordkeeper's own fund | $51K | 2.8% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 11 vintages | $50K | 2.8% |
| SmallCap Growth Fund I Principal · Mutual fund Recordkeeper's own fund | $49K | 2.8% |
| Principal MidCap Value Fund Principal · Mutual fund Recordkeeper's own fund | $47K | 2.6% |
| Equity Income Account Principal · Mutual fund Recordkeeper's own fund | $34K | 1.9% |
| Principal SmallCap Separate Account Principal · Separate account Recordkeeper's own fund | $17K | 1.0% |
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.
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.
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.