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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $26,463 |
Service code 15 · EIN 01-2333346 | Recordkeeping | $9,410 |
9 funds of $250K or more; 18 lines in all, holding $12.1M of the plan's $12.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifestyle Balanced Active John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $5.1M | 42.0% |
| John Hancock Lifestyle Growth Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.3M | 19.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.5M | 12.5% |
| John Hancock John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $577K | 4.8% |
| Vanguard Small-Cap Fund Vanguard · Mutual fund | $439K | 3.6% |
| Lifestyle Fund Aggressive Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $346K | 2.9% |
| Total Stock Market Index Trust John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $321K | 2.7% |
| John Hancock New World Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $299K | 2.5% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $290K | 2.4% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $196K | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.