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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES PSA INC Service code 26 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $53,561 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,650 |
19 funds of $250K or more; 32 lines in all, holding $17.0M of the plan's $17.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 11 vintagesRecordkeeper's own fund | $8.8M | 51.5% |
| American Balanced Fund Capital Group · Separate account | $877K | 5.1% |
| JH Multimanager Growth LS Manager not matched · Separate account | $859K | 5.0% |
| 500 Index Fund Manager not matched · Separate account Index | $641K | 3.8% |
| Blue Chip Growth Fund Manager not matched · Separate account | $574K | 3.4% |
| Money Market Manager not matched · Money market | $557K | 3.3% |
| Fidelity Contrafund Fidelity (FMR) · Separate account | $518K | 3.0% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $483K | 2.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Separate account | $429K | 2.5% |
| Growth Fund OF America Capital Group · Separate account | $381K | 2.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.