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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 27 690 CANTON STREET · WESTWOOD, MA 02090 | Advisory (Plan) | $45,444 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 875 GREEN TREE ROAD · PITTSBURGH, PA 15220 | Advisory (Plan) | $32,000 |
PACKER THOMAS9 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $28,500 |
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 232 WISE ROAD, STE 220 · HARMONY, PA 16037 | Contract Administrator | $27,323 |
FAULKNER, HOFFMAN & PHILLIPS, LLC10+ years Service code 29 · EIN 45-1540483 20445 EMERALD PARKWAY DR., STE. 210 · CLEVELAND, OH 44135 | Legal | $24,350 |
16 funds of $250K or more; 7 lines in all, holding $74.1M of the plan's $74.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 95% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $70.4M | 95.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $1.6M | 2.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 1.4% |
| Eupac Fund Capital Group · Mutual fund | $301K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $283K | 0.4% |
| Nomura Small Cap Core Fund Macquarie / Nomura · Mutual fund | $229K | 0.3% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $191K | 0.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.