Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$342K in admin expenses, $443 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 5 lines in all, holding $142M of the plan's $141M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments M utual funds - fair value Manager not matched · Mutual fund | $119M | 84.3% |
| Guaranteed Interest Account - contract value Manager not matched · Insurance contract | $22.0M | 15.5% |
| Employer contributions Manager not matched · Other | $176K | 0.1% |
| Service agreement credits Manager not matched · Other | $46K | <0.1% |
| Prepaid expenses and other assets Manager not matched · Other | $31K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 Recordkeeping | $67,192 |
KELLIANNE MCINNIS3 years Service code 30 · EIN 27-0970217 Employee (plan) | $67,137 |
TAMMY TAMBURELLO4 years Service code 30 · EIN 27-0970217 Employee (plan) | $62,907 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 Advisory (Plan) | $45,000 |
CALIBRE CPA GROUP PLLC9 years Service code 10 · EIN 47-0900880 Accounting | $43,411 |
TARTER KRINSKY & DROGIN3 years Filed as: TARTER KRINSKY & DROGIN LLP Service code 29 · EIN 13-4160916 Legal | $10,756 |
CARY KANE LLP5 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 Legal | $8,955 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025