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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $86,870 |
CERITY PARTNERS1+ years Filed as: CERITY PARTNERS RET PLAN ADVS LLC Service code 27 · EIN 35-2467663 | Advisory (Plan) | $63,640 |
13 funds of $250K or more; 12 lines in all, holding $24.2M of the plan's $24.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Fidelity Freedom Index, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $20.6M | 85.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 7.5% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $568K | 2.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $349K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $290K | 1.2% |
| Lord Abbett Ttl Ret Trust ll BP Lord Abbett · Collective trust | $233K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $134K | 0.6% |
| Vanguard Emrg Mkts Stk Index Ad Vanguard · Mutual fund Index | $113K | 0.5% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $58K | 0.2% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $11K | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.