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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR4 years Service code 26 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $19,418 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $17,767 |
8 funds of $250K or more; 11 lines in all, holding $4.4M of the plan's $4.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $3.8M | 86.1% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $318K | 7.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $97K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $91K | 2.1% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 1 vintage | $28K | 0.6% |
| Equity Income Fund Manager not matched · Mutual fund | $23K | 0.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $22K | 0.5% |
| Eupac Fund Capital Group · Mutual fund | $15K | 0.3% |
| Small-Cap Index Manager not matched · Mutual fund Index | $8K | 0.2% |
| New Perspective Fund Capital Group · Mutual fund | $8K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.