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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $22,671 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $17,508 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $14,210 |
BDO USA, LLP1 year Filed as: BDO USA, PC Service code 49 · EIN 13-5381590 | Other Services | $12,500 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,607 |
16 funds of $250K or more; 17 lines in all, holding $12.4M of the plan's $12.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Principal LifeTime, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintages | $8.4M | 67.5% |
| BlackRock Mid Cap Eq Index Cl 1 BlackRock · Collective trust Index | $1.1M | 8.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $711K | 5.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $421K | 3.4% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $400K | 3.2% |
| BlackRock EAFE Equity Index Fund CL R BlackRock · Collective trust Index | $329K | 2.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $321K | 2.6% |
| Equitable Life Operations Equitable · Insurance contract | $291K | 2.3% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $252K | 2.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $149K | 1.2% |
Added 8 funds.
| Fund | Year-end value |
|---|---|
| AddedPrincipal LifeTime 2050 Trust | $8.4M |
| AddedBlackRock Mid Cap Eq Index Cl 1 | $1.1M |
| AddedPIMCO Income Fund Institutional | $711K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.