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| Provider | Service type | Compensation |
|---|---|---|
BENEDETTI GRUCER & ASSOC.2 years Service code 27 7000 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Advisory (Plan) | $34,107 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,286 |
10 funds of $250K or more; 21 lines in all, holding $12.7M of the plan's $12.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.7M | 60.8% |
| collateral, par or maturity value Cost value Mutual Funds John Hancock John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.4M | 19.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 8.5% |
| AB Large Cap Growth Z AllianceBernstein · Other | $326K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 1.6% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $152K | 1.2% |
| New World Fund (R6) Capital Group · Mutual fund | $119K | 0.9% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $109K | 0.9% |
| Fuller & Thaler Behav SC Grw R Manager not matched · Other | $93K | 0.7% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $81K | 0.6% |
See the other 11 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,360 | $66,457-10.7% | $81,382-27.1% | $77,643-23.5% |
| Participation rate | 38.1% | 68.7%-30.7pp | 69.5%-31.4pp | 70.6%-32.5pp |
| Annual return | 15.76% | 15.93%-0.2pp | 24.73%-9.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,121 | $2,159-1.8% | $2,463-13.9% | $2,726-22.2% |
| Participant deferral / active EE | $4,223 | $3,679+14.8% | $3,883+8.8% | $4,647-9.1% |
| Admin fee / account holder | $185 | $583-68.2% | $5,768-96.8% | $430-57.0% |