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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP2 years Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65806 | Direct Payment | $76,217 |
TI TRUST7 years Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $53,473 |
KPM CPAS, PC1 year Filed as: KPM CPAS PC Service code 10 · EIN 43-1109768 1445 E REPUBLIC ROAD · SPRINGFIELD, MO 65804 | Accounting | $17,440 |
4 funds of $250K or more; 28 lines in all, holding $2.8M of the plan's $54.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Fund BlackRock · Mutual fund Index | $531K | 18.8% |
| MyWayRet Index 2050 John Hancock (Manulife) · Mutual fund Index | $478K | 17.0% |
| MyWayRet Index Retirement Fund John Hancock (Manulife) · Mutual fund Index | $291K | 10.3% |
| John Hancock MyWayRet Index 2030 Fund John Hancock (Manulife) · Mutual fund Index | $271K | 9.6% |
| John Hancock MyWayRet Index 2040 Fund John Hancock (Manulife) · Mutual fund Index | $171K | 6.1% |
| MyWayRet Index 2045 Fund John Hancock (Manulife) · Mutual fund Index | $127K | 4.5% |
| MyWayRet Index 2060 John Hancock (Manulife) · Mutual fund Index | $127K | 4.5% |
| MyWayRet Balanced Fund John Hancock (Manulife) · Mutual fund | $109K | 3.9% |
| MyWayRet Real Estate John Hancock (Manulife) · Mutual fund | $94K | 3.3% |
| MyWayRet Index 2035 Fund John Hancock (Manulife) · Mutual fund Index | $85K | 3.0% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.