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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARK AVENUE SECURITIES, LLC Service code 27 10 HUDSON YARDS · NEW YORK, NY 10001 | Advisory (Plan) | $12,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,301 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,029 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
8 funds of $250K or more; 28 lines in all, holding $5.0M of the plan's $6.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock LT BI 2045 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $895K | 17.8% |
| John Hancock LT BI 2050 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $758K | 15.1% |
| John Hancock LT BI 2030 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $659K | 13.1% |
| John Hancock LT BI 2055 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $595K | 11.8% |
| John Hancock LT BI 2060 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $416K | 8.3% |
| John Hancock LT BI 2035 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $388K | 7.7% |
| John Hancock LT BI 2025 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $361K | 7.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $307K | 6.1% |
| John Hancock LT BI 2015 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $189K | 3.8% |
| John Hancock LT BI 2065 Trust R4 John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $164K | 3.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.