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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL INSIGHT PARTNERS LLC2 years Filed as: CAPITAL INSIGHT PARTNERS, LLC Service code 27 · EIN 90-0493567 | Advisory (Plan) | $48,145 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,528 |
11 funds of $250K or more; 21 lines in all, holding $14.9M of the plan's $15.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $6.8M | 46.0% |
| John Hancock Life Ins. Co. John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $4.2M | 28.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 12.4% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $433K | 2.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $356K | 2.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $131K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $130K | 0.9% |
| John Hancock Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $123K | 0.8% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $99K | 0.7% |
| BlackRock High Yield Prt I BlackRock · Mutual fund | $91K | 0.6% |
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 71,097 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.
The auditor signed off without reservation. This is the cleanest opinion.