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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,535 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 17 · EIN 26-1570786 | Pension Consulting | $9,674 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,850 |
10 funds of $250K or more; 23 lines in all, holding $6.3M of the plan's $6.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.2M | 66.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $540K | 8.5% |
| John Hancock John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $470K | 7.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $289K | 4.6% |
| Par, or Maturity Value Cost Value Pooled Separate Accounts John Han Manager not matched · Separate account | $171K | 2.7% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $101K | 1.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $97K | 1.5% |
| Growth Fund OF America Capital Group · Mutual fund | $76K | 1.2% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $58K | 0.9% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $58K | 0.9% |
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.
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.