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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,655 |
17 funds hold $902K of the plan's $912K. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2055 Capital Group · Insurance contract | $211K | 23.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $160K | 17.7% |
| American Funds 2050 Capital Group · Insurance contract | $148K | 16.4% |
| American Funds 2035 Capital Group · Insurance contract | $126K | 14.0% |
| American Funds 2060 Capital Group · Insurance contract | $112K | 12.4% |
| American Funds 2045 Capital Group · Insurance contract | $40K | 4.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $34K | 3.8% |
| American Funds 2065 Capital Group · Insurance contract | $34K | 3.8% |
| American Funds 2040 Capital Group · Insurance contract | $16K | 1.8% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $10K | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.