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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 6500 INTERNATIONAL PKWY · PLANO, TX 75093 | Insurance Broker | $28,417 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,830 |
6 funds of $250K or more; 40 lines in all, holding $5.0M of the plan's $5.3M. From the 2024 filing. Recordkeeper: Morgan Stanley.
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund | $1.2M | 24.3% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund | $682K | 13.7% |
| Collateral, Par, or Material Value Value Pooled Separate Accounts Manager not matched · Separate account | $534K | 10.7% |
| John Hancock JH Multimanager Conserve LS John Hancock (Manulife) · Mutual fund | $431K | 8.7% |
| Growth Fund OF America Capital Group · Mutual fund | $290K | 5.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $258K | 5.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $235K | 4.7% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund | $183K | 3.7% |
| Small Cap Value Fund John Hancock (Manulife) · Mutual fund | $121K | 2.4% |
| JH Multimanager Moderate LS John Hancock (Manulife) · Mutual fund | $117K | 2.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.