Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BBM FINANCIAL SERVICES, INC. Service code 13 · EIN 91-0967757 | Contract Administrator | $3,725 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $354 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $38 |
9 funds of $250K or more; 4 lines in all, holding $12.0M of the plan's $12.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $11.6M | 96.9% |
| maturing through July 2029 Manager not matched · Other | $176K | 1.5% |
| Franklin Growth Opportunities Fund Class R6 Franklin Templeton · Mutual fund | $111K | 0.9% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $91K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.