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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,770 |
11 funds of $250K or more; 33 lines in all, holding $16.9M of the plan's $18.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $5.7M | 33.9% |
| JH Multimanager Conserv LS Manager not matched · Separate account | $2.7M | 15.8% |
| 500 Index Fund Manager not matched · Separate account Index | $1.5M | 8.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $1.5M | 8.6% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.3M | 7.4% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $1.0M | 6.0% |
| T. Rowe Price Equity Inc T. Rowe Price · Separate account | $806K | 4.8% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Separate account | $510K | 3.0% |
| American Funds EuroPac Growth Capital Group · Separate account | $335K | 2.0% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $301K | 1.8% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.