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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.0. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,270 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $854 |
10 funds hold $111K of the plan's $4.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 27.3% |
| John Hancock JH Lifestyle Blend Aggressive John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $24K | 21.6% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $11K | 10.3% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $11K | 10.2% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $10K | 9.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $8K | 6.9% |
| Lifestyle Blend Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $7K | 5.9% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $6K | 5.7% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2K | 2.0% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $1K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.