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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
EDWARD JONES1+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 1316 NORTH WALNUT STREET · DOVER, OH 44622 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
9 funds of $250K or more; 37 lines in all, holding $6.9M of the plan's $6.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2025 TD Capital Group · Separate account | $1.6M | 22.5% |
| American Funds 2030 TD Capital Group · Separate account | $936K | 13.5% |
| American Funds 2040 TD Capital Group · Separate account | $921K | 13.3% |
| John Hancock Stable Value R10 John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $717K | 10.4% |
| American Funds 2035 TD Capital Group · Separate account | $559K | 8.1% |
| American Funds 2020 TD Capital Group · Separate account | $473K | 6.8% |
| American Funds 2050 TD Capital Group · Separate account | $421K | 6.1% |
| American Funds 2055 TD Capital Group · Separate account | $319K | 4.6% |
| American Funds 2060 TD Capital Group · Separate account | $273K | 4.0% |
| U.S. Large Company Portfolio Dimensional · Separate account | $244K | 3.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.