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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH PARTNERS LLC8 years Service code 26 · EIN 81-5475391 653 SKIPPACK PIKE · BLUE BELL, PA 19422 | Advisory (Participants) | $78,632 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
7 funds of $250K or more; 51 lines in all, holding $11.9M of the plan's $12.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Separate account | $6.6M | 55.2% |
| JH Multimanager Growth LS Manager not matched · Separate account | $1.2M | 10.1% |
| John Hancock Lifetime Blend Manager not matched · Separate account Target-date, 5 vintages | $881K | 7.4% |
| Index Fund Manager not matched · Separate account Index | $591K | 5.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $408K | 3.4% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $397K | 3.3% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $232K | 1.9% |
| T. Rowe Price Sci & Tech T. Rowe Price · Separate account | $197K | 1.6% |
| Science & Technology Fund Manager not matched · Separate account | $158K | 1.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Separate account | $100K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.