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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,102 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,023 |
6 funds of $250K or more; 25 lines in all, holding $4.9M of the plan's $4.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 9 vintages | $3.0M | 61.2% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $607K | 12.3% |
| JH Multimanager Growth LS Manager not matched · Separate account | $300K | 6.1% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $229K | 4.6% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $220K | 4.5% |
| AFG Capital World Growth & Income Capital Group · Mutual fund | $68K | 1.4% |
| JH 500 Index Fund Manager not matched · Separate account Index | $63K | 1.3% |
| Putnam High Yield Fund Franklin Templeton · Mutual fund | $63K | 1.3% |
| Capital Appreciation Fund Prudential (PGIM) · Mutual fund | $57K | 1.2% |
| JH Mid Cap Index Fund Manager not matched · Separate account Index | $54K | 1.1% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.