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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - FASANY Service code 26 · EIN 13-5674085 | Advisory (Participants) | $57,594 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,738 |
21 funds of $250K or more; 25 lines in all, holding $20.0M of the plan's $20.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: SSgA Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $11.3M | 56.8% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $1.1M | 5.6% |
| DFA DFA US Large Company Fund Dimensional · Mutual fund Possible retail class A | $1.0M | 5.2% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $966K | 4.8% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $927K | 4.6% |
| NEW Perspective Fund Class A Capital Group · Mutual fund Possible retail class A | $595K | 3.0% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $528K | 2.6% |
| American Funds Fundamental Inv Capital Group · Mutual fund Possible retail class A | $408K | 2.0% |
| Equity T. Rowe Price · Mutual fund Possible retail class A | $371K | 1.9% |
| Tiaa-Cref Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $285K | 1.4% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.