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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,212 |
Service code 99 40 NORTH MAIN STREET · DAYTON, OH 45423 | Other Fees | $49,178 |
19 funds of $250K or more; 17 lines in all, holding $17.5M of the plan's $17.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Target, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 11 vintages | $8.9M | 51.0% |
| Vanguard 500 Index Fund Large Cap Vanguard · Mutual fund Index | $2.2M | 12.6% |
| Federated Hermes MDT Large Cap Growth Fund Federated Hermes · Mutual fund | $1.5M | 8.9% |
| Large Cap Fund Manager not matched · Mutual fund | $610K | 3.5% |
| Janus Henderson Enterprise Fund Mid-cap fund Janus Henderson · Mutual fund | $600K | 3.4% |
| Investments in registered investment companies American Century Small Cap Growth Fund American Century · Mutual fund | $577K | 3.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $551K | 3.2% |
| Fidelity Advisor Capital & Income Fund Blended fund Fidelity (FMR) · Mutual fund | $390K | 2.2% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $336K | 1.9% |
| AMG River Road Mid Cap Value Fund Manager not matched · Mutual fund | $336K | 1.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.