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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $228,906 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,405 |
10 funds of $250K or more; 20 lines in all, holding $5.2M of the plan's $5.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.2M | 41.3% |
| T. Rowe Price Growth Stock Fund T. Rowe Price · Mutual fund | $506K | 9.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $487K | 9.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $387K | 7.4% |
| Vanguard Total International Stock Index Fund Adm k Vanguard · Mutual fund Index | $282K | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $271K | 5.2% |
| Victory Sycamore Established Value Fund (EK) Victory Capital · Mutual fund | $232K | 4.4% |
| Allspring Discovery Smid Cap Growth Class Allspring · Mutual fund | $147K | 2.8% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $146K | 2.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $134K | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.