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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $16,192 |
Filed as: JOHN HANCOCK LIFE INSURANCE C Service code 15 · EIN 01-0233346 | Recordkeeping | $1,400 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,295 |
7 funds of $250K or more; 10 lines in all, holding $5.7M of the plan's $5.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $5.0M | 88.6% |
| 500 Index Fund Manager not matched · Separate account Index | $371K | 6.6% |
| Nuveen Small-Cap Blend Index Fund TIAA (Nuveen) · Separate account Index | $84K | 1.5% |
| Amcap Fund Class A Capital Group · Separate account | $59K | 1.0% |
| Federated High Yield Bond Federated Hermes · Separate account | $53K | 0.9% |
| Vanguard International Growth Fund Vanguard · Separate account | $50K | 0.9% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $11K | 0.2% |
| DFA US Large Cap Value Port Dimensional · Separate account | $7K | 0.1% |
| DFA International Value Portfolio Dimensional · Separate account | $5K | <0.1% |
| DFA Inflation-Protected Sec Dimensional · Separate account | $4K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.