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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 · EIN 41-1416330 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $51,560 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O.BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $31,531 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS,INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Claims processing; Contract Administr... | $9,400 |
18 funds of $250K or more; 47 lines in all, holding $19.0M of the plan's $20.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.