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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $79,914 |
8 funds of $250K or more; 26 lines in all, holding $9.2M of the plan's $9.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $7.4M | 80.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $581K | 6.3% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $300K | 3.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $203K | 2.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $119K | 1.3% |
| American AF Wash Mutual Inv R6 Capital Group · Mutual fund | $104K | 1.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $87K | 0.9% |
| John Hancock JHancock MIdx Lifestyle Agg R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $74K | 0.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 0.5% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $46K | 0.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.