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| Provider | Service type | Compensation |
|---|---|---|
THIRD PARTY ADMINISTRATORS, INC.10+ years Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $5,560 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $2,210 |
12 funds of $250K or more; 30 lines in all, holding $11.9M of the plan's $12.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Other Target-date, 11 vintages | $5.1M | 43.2% |
| JH Multimanager Balanced LS Manager not matched · Other | $2.4M | 19.9% |
| Money Market Manager not matched · Money market | $857K | 7.2% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $584K | 4.9% |
| Templeton World Franklin Templeton · Other | $359K | 3.0% |
| T. Rowe Price Sci & Tech T. Rowe Price · Mutual fund | $296K | 2.5% |
| Mutual Global Discovery Manager not matched · Other | $251K | 2.1% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $249K | 2.1% |
| JH Disciplined Value Mid Cap Manager not matched · Other | $237K | 2.0% |
| Trp Health Sci T. Rowe Price · Mutual fund | $214K | 1.8% |
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.
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.