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 |
|---|---|---|
EVERHART ADVISORS8 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $31,916 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $27,541 |
12 funds of $250K or more; 29 lines in all, holding $23.7M of the plan's $29.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Cent One Ch BI 2040 Prt R Manager not matched · Mutual fund | $4.2M | 17.7% |
| Amer Cent One Ch BI 2035 Prt R Manager not matched · Mutual fund | $4.1M | 17.1% |
| Amer Cent One Ch BI 2045 Prt R Manager not matched · Mutual fund | $3.9M | 16.3% |
| Amer Cent One Ch BI 2025 Prt R Manager not matched · Mutual fund | $2.1M | 8.7% |
| Amer Cent One Ch BI 2050 Prt R Manager not matched · Mutual fund | $2.1M | 8.7% |
| Amer Cent One Ch BI 2055 Prt R Manager not matched · Mutual fund | $1.1M | 4.8% |
| Fidelity LC Grth Index Inst Prem Fidelity (FMR) · Mutual fund Index | $1.1M | 4.7% |
| Amer Cent One Ch BI 2060 Prt R Manager not matched · Mutual fund | $714K | 3.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $655K | 2.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $517K | 2.2% |
Covers 61,314 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.
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.