Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,074 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 35-2242519 | Recordkeeping | $16,304 |
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,467 |
TAG RESOURCES, LLC1 year Filed as: ADMIN. GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $6,772 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $524 |
9 funds of $250K or more; 13 lines in all, holding $10.5M of the plan's $10.5M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $9.2M | 88.0% |
| American Funds 2030 TD Capital Group · Insurance contract | $868K | 8.3% |
| American Funds 2050 TD Capital Group · Insurance contract | $85K | 0.8% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Insurance contract | $77K | 0.7% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $76K | 0.7% |
| John Hancock JH Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $44K | 0.4% |
| John Hancock JH Multimanager Moderate LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $26K | 0.2% |
| American Funds 2065 TD Capital Group · Insurance contract | $19K | 0.2% |
| John Hancock JH Multimanager Conserv LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $17K | 0.2% |
| Vanguard Mid-Cap Growth ETF Vanguard · Insurance contract | $17K | 0.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.