Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $39,536 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,900 |
15 funds of $250K or more; 36 lines in all, holding $14.3M of the plan's $14.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Life Insurance Company (U.S.A.) John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.2M | 15.6% |
| American Funds 2030 TD Capital Group · Insurance contract | $1.3M | 8.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.2M | 8.2% |
| American Funds 2050 TD Capital Group · Insurance contract | $1.1M | 7.5% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $960K | 6.7% |
| American Funds 2035 TD Capital Group · Insurance contract | $865K | 6.0% |
| John Hancock JH Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $804K | 5.6% |
| American Funds 2045 TD Capital Group · Insurance contract | $757K | 5.3% |
| American Funds 2040 TD Capital Group · Insurance contract | $737K | 5.1% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $711K | 5.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.