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: RAYMOND JAMES FSA INC. Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $55,146 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $3,750 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE UNIT 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $994 |
20 funds of $250K or more; 33 lines in all, holding $23.7M of the plan's $23.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 12 vintagesRecordkeeper's own fund | $15.4M | 65.0% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 9 vintages | $983K | 4.1% |
| John Hancock Multimanager Balanced LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $937K | 4.0% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $810K | 3.4% |
| John Hancock Multimanager Aggressive LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $805K | 3.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $727K | 3.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $491K | 2.1% |
| American Funds Growth Fund of America Capital Group · Separate account | $454K | 1.9% |
| American Funds American Balanced Fund Capital Group · Separate account | $405K | 1.7% |
| Vanguard Small Cap Growth Index Fund Vanguard · Separate account Index | $311K | 1.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.