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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
6 funds of $250K or more; 10 lines in all, holding $7.8M of the plan's $7.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.9M | 75.6% |
| $ Manager not matched · Money market | $1.0M | 13.3% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $164K | 2.1% |
| American Funds American Balance Fund Capital Group · Mutual fund | $140K | 1.8% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $137K | 1.8% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $124K | 1.6% |
| MFS Massachusetts MFS (Sun Life) · Mutual fund | $109K | 1.4% |
| Cost value American Funds 2010 Targ Capital Group · Mutual fund | $83K | 1.1% |
| Cost value American Funds 2010 Targe Capital Group · Mutual fund | $83K | 1.1% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $34K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.