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| Provider | Service type | Compensation |
|---|---|---|
WIREGRASS ASSET MANAGEMENT6 years Service code 26 · EIN 81-3486133 | Advisory (Participants) | $12,847 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,216 |
6 funds of $250K or more; 10 lines in all, holding $4.3M of the plan's $6.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 9 vintages | $3.9M | 90.8% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $147K | 3.4% |
| Vanguard Small Cap Grow Index Vanguard · Separate account Index | $77K | 1.8% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $49K | 1.1% |
| Index Fund Manager not matched · Separate account Index | $43K | 1.0% |
| John Hancock Life Insurance Company Non-interest bearing cash John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $32K | 0.7% |
| Vanguard Mid-Cap Value ETF Vanguard · Separate account Index | $19K | 0.4% |
| Vanguard Value Index Fund Vanguard · Separate account Index | $15K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $15K | 0.3% |
| Fidelity International Index Fidelity (FMR) · Separate account Index | $3K | <0.1% |
Covers 60,908 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.