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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 ONE NORTH JEFFERSON AVENUE H0004-05 · ST. LOUIS, MO 63103 | Advisory (Participants) | $23,528 |
Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $6,886 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,569 |
10 funds of $250K or more; 22 lines in all, holding $8.7M of the plan's $9.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $5.7M | 66.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.5M | 16.8% |
| John Hancock JH Lifecycle Index Retirement Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $301K | 3.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $250K | 2.9% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $174K | 2.0% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $148K | 1.7% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $113K | 1.3% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $98K | 1.1% |
| Vanguard Small Cap Value Index Vanguard · Insurance contract Index | $92K | 1.1% |
| Vanguard Mid-Cap Value ETF Vanguard · Insurance contract | $66K | 0.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.