Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, F&S INC. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $50,617 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,916 |
24 funds of $250K or more; 21 lines in all, holding $37.1M of the plan's $36.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| 2025 MetLife Stable Value Fund Series 25053 Cl. 0 MetLife · Insurance contract | $8.4M | 22.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 11.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.0M | 10.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.9M | 10.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 8.9% |
| Loomis Sayles Growth Fund Class N Natixis IM · Mutual fund | $3.2M | 8.5% |
| American Mutual Fund R6 Manager not matched · Mutual fund | $2.0M | 5.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 4.3% |
| Mefs Mid Cap Growth R6 Manager not matched · Mutual fund | $993K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $884K | 2.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.