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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,834 |
7 funds of $250K or more; 48 lines in all, holding $11.8M of the plan's $12.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Growth LS Manager not matched · Separate account | $3.5M | 29.6% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $2.5M | 21.5% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $1.8M | 15.4% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $1.1M | 9.2% |
| 500 Index Fund Manager not matched · Separate account Index | $731K | 6.2% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $360K | 3.1% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Separate account Index | $297K | 2.5% |
| Blue Chip Growth Fund Manager not matched · Separate account | $216K | 1.8% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Separate account | $173K | 1.5% |
| Vanguard Energy Opportunities Fund Vanguard · Separate account | $169K | 1.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.