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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $680 |
6 funds of $250K or more; 22 lines in all, holding $6.3M of the plan's $6.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.8M | 90.8% |
| Fidelity Advisor Diversified Stock Fund Fidelity (FMR) · Mutual fund | $109K | 1.7% |
| JH Lifestyle Blend Balanced Manager not matched · Other | $103K | 1.6% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $54K | 0.8% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $44K | 0.7% |
| Vanguard Tot Wld Stk Index ETF Vanguard · ETF Index | $39K | 0.6% |
| New Perspective Fund Capital Group · Mutual fund | $37K | 0.6% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $30K | 0.5% |
| American Funds American Balance Fund Capital Group · Mutual fund | $27K | 0.4% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $24K | 0.4% |
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 71,097 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.