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| Provider | Service type | Compensation |
|---|---|---|
STUART J. SCHNEIDER, CPA4 years Service code 10 · EIN 47-4860180 | Accounting | $5,975 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
10 funds of $250K or more; 32 lines in all, holding $8.0M of the plan's $8.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Manager not matched · Money market | $1.7M | 21.8% |
| JH Multimanager Balanced LS Manager not matched · Mutual fund | $1.3M | 15.7% |
| JH Multimanager Growth LS Manager not matched · Mutual fund | $606K | 7.6% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $476K | 6.0% |
| Fundamental All Cap Core Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $379K | 4.7% |
| Blue Chip Growth Fund Manager not matched · Mutual fund | $376K | 4.7% |
| Heritage Fund American Century · Mutual fund | $326K | 4.1% |
| American Balanced Fund Capital Group · Mutual fund | $312K | 3.9% |
| T. Rowe Price Sci & Tech T. Rowe Price · Mutual fund | $289K | 3.6% |
| JH Multimanager Moderate LS Manager not matched · Mutual fund | $271K | 3.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.