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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 11 · EIN 01-0233346 | Actuarial | $127,451 |
FIDUCIARY INVESTMENT ADVISORS10+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $54,591 |
6 funds of $250K or more; 7 lines in all, holding $64.5M of the plan's $65.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Similar Party Value Manager not matched · Mutual fund | $21.1M | 32.7% |
| Harbor Core Plus Bond Fund Harbor Capital · Mutual fund | $20.8M | 32.3% |
| Vanguard Long-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $18.8M | 29.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.6M | 2.4% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 2.3% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $718K | 1.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $46K | <0.1% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jeannine Jodhan Manulife John Hancock Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.