Filings through .
Filed February 1, 2023 (most recent of 6 filings on file)
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: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $33,190 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
6 funds of $250K or more; 31 lines in all, holding $6.7M of the plan's $6.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 10 vintages | $3.5M | 52.1% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $558K | 8.3% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $248K | 3.7% |
| AF Amcap Capital Group · Insurance contract | $232K | 3.5% |
| Vanguard Total International Stock Index Fund Vanguard · Insurance contract Index | $196K | 2.9% |
| John Hancock Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $190K | 2.8% |
| John Hancock Life Insurance Company Capital Group · Insurance contract | $188K | 2.8% |
| Franklin Growth Franklin Templeton · Insurance contract | $183K | 2.7% |
| Invesco Small Cap Growth Fnd Invesco · Insurance contract | $136K | 2.0% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $122K | 1.8% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedS&P 500 Index Fund | $535K |
| DroppedAmcap Fund | $291K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.