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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $35,569 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,307 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
16 funds of $250K or more; 38 lines in all, holding $11.7M of the plan's $11.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Insurance contract Target-date, 15 vintages | $5.6M | 47.5% |
| Moderate LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.3M | 11.3% |
| John Hancock Multimanager John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $825K | 7.0% |
| separate account (group annuity contract) T. Rowe Price Cap T. Rowe Price · Insurance contract | $715K | 6.1% |
| Participation in an insurance company pooled Manager not matched · Insurance contract | $678K | 5.8% |
| separate account (group annuity contract) Bue Chip Growth Fund Manager not matched · Insurance contract | $365K | 3.1% |
| separate account (group annuity contract) John Hancock Multimanager John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $333K | 2.8% |
| separate account (group annuity contract) Vanguard Value Index Fund Participation in an insurance company pooled Vanguard · Insurance contract Index | $237K | 2.0% |
| separate account (group annuity contract) 500 Index Fund Manager not matched · Insurance contract Index | $150K | 1.3% |
| separate account (group annuity contract) Strategic Income Opp Fund Manager not matched · Insurance contract | $143K | 1.2% |
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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.