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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
11 funds of $250K or more; 28 lines in all, holding $6.9M of the plan's $7.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice 2055 Portfolio American Century · Separate account | $1.2M | 17.0% |
| American Century One Choice 2060 American Century · Other | $752K | 10.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $700K | 10.1% |
| American Century One Choice 2035 American Century · Other | $650K | 9.4% |
| American Century One Choice 2050 American Century · Other | $519K | 7.5% |
| American Century One Choice In Retirement American Century · Other | $422K | 6.1% |
| American Century One Choice 2045 American Century · Other | $350K | 5.0% |
| American Century One Choice 2040 American Century · Other | $347K | 5.0% |
| American Century One Choice 2030 American Century · Other | $311K | 4.5% |
| Global Equity Portfolio Dimensional · Mutual fund | $273K | 3.9% |
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.
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.