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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,553 |
18 funds hold $698K of the plan's $698K. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2055 TD Capital Group · Mutual fund | $171K | 24.6% |
| American Funds 2050 TD Capital Group · Mutual fund | $96K | 13.8% |
| American Funds 2060 TD Capital Group · Mutual fund | $87K | 12.4% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $57K | 8.1% |
| American Funds 2065 TD Capital Group · Mutual fund | $55K | 7.9% |
| American Funds 2045 TD Capital Group · Mutual fund | $51K | 7.3% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $31K | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 4.2% |
| Van Hdyif Vanguard · Mutual fund | $29K | 4.1% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $22K | 3.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.