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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $56,372 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,150 |
22 funds of $250K or more; 32 lines in all, holding $24.5M of the plan's $25.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 11 vintages | $13.2M | 54.0% |
| Cost value JH Multi-Index 204 Manager not matched · Mutual fund Index | $3.4M | 13.8% |
| JH Multi-Index LS Growth Manager not matched · Mutual fund Index | $1.3M | 5.1% |
| BlackRock Equity Index Fund BlackRock · Mutual fund Index | $694K | 2.8% |
| JH Multi-Index LS Aggressive Manager not matched · Mutual fund Index | $622K | 2.5% |
| Jpmorgan Large Cap Grow Index JPMorgan · Mutual fund Index | $498K | 2.0% |
| T. Rowe Price Sci & Tech T. Rowe Price · Mutual fund | $473K | 1.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $461K | 1.9% |
| JH Multi-Index LS Moderate Manager not matched · Mutual fund Index | $376K | 1.5% |
| JH Multi-Index LS Balanced Manager not matched · Mutual fund Index | $366K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.