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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $67,565 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,825 |
26 funds of $250K or more; 67 lines in all, holding $17.5M of the plan's $19.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 8 vintagesRecordkeeper's own fund | $5.1M | 29.0% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Separate account | $1.4M | 7.9% |
| Growth Fund OF America Capital Group · Separate account | $938K | 5.4% |
| John Hancock Fundamental Large Cap Value John Hancock (Manulife) · Separate account Recordkeeper's own fund | $812K | 4.6% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $797K | 4.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $677K | 3.9% |
| T. Rowe Price New Era Fund T. Rowe Price · Separate account | $579K | 3.3% |
| Franklin Mutual Global Discovery Fund Franklin Templeton · Separate account | $508K | 2.9% |
| Vanguard Small-Cap Value Index Fund Vanguard · Separate account Index | $455K | 2.6% |
| Eupac Fund Capital Group · Separate account | $450K | 2.6% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.