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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $133,503 |
KAVAR CAPITAL PARTNERS8+ years Service code 27 11460 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Plan) | $55,014 |
24 funds of $250K or more; 15 lines in all, holding $58.6M of the plan's $63.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $22.4M | 38.2% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.1M | 18.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.0M | 13.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $4.4M | 7.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $3.1M | 5.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $2.8M | 4.7% |
| Stable Value New York Life · Insurance contract | $2.0M | 3.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $724K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $710K | 1.2% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $2.8M |
| AddedPIMCO Income Fund Institutional | $1.3M |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.