Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,035 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,193 |
18 funds of $250K or more; 13 lines in all, holding $31.7M of the plan's $32.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $26.7M | 84.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 4.6% |
| Great Gray Large Cap Growth Fund IV R1 N/R Manager not matched · Mutual fund Possible retail class R1 | $867K | 2.7% |
| Wilmington Large Cap Value Fund - Class R1 Manager not matched · Mutual fund Possible retail class R1 | $677K | 2.1% |
| maturity date, rate of interest, collateral: PIMCO PIMCO (Allianz) · Collective trust | $444K | 1.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $439K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $387K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $251K | 0.8% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $190K | 0.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $123K | 0.4% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.