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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC2 years Filed as: USI INSURANCE CO Service code 13 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Contract Administrator | $48,310 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $3,560 |
14 funds of $250K or more; 21 lines in all, holding $13.2M of the plan's $13.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, other, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 9 vintages | $5.0M | 38.1% |
| 500 Index Fund Manager not matched · Separate account Index | $1.8M | 13.8% |
| Vanguard Equity Income Fund Vanguard · Separate account | $1.7M | 12.7% |
| MFS International Diversification Fund MFS (Sun Life) · Separate account | $800K | 6.0% |
| Vanguard Mid-Cap Value ETF Vanguard · Separate account Index | $603K | 4.6% |
| JH Stbl 10 Manager not matched · Insurance contract | $587K | 4.4% |
| American Funds Bond Fund of AF Capital Group · Separate account | $572K | 4.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $378K | 2.9% |
| New Perspective Fund Capital Group · Separate account | $315K | 2.4% |
| Oppenheim Discovery Mid Cap Growth Manager not matched · Separate account | $241K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.