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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $35,200 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $8,751 |
14 funds of $250K or more; 28 lines in all, holding $22.1M of the plan's $23.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Contract Manager not matched · Separate account | $7.0M | 31.7% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $3.2M | 14.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.1M | 9.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.0M | 9.2% |
| Income Fund OF America Capital Group · Mutual fund | $1.9M | 8.5% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $1.4M | 6.3% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $998K | 4.5% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $466K | 2.1% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $449K | 2.0% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $346K | 1.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.