Filings through .
3 of 18 flags tripped on the 2024 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$49K in admin expenses, $382 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $5.0M of the plan's $5.2M. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $2.6M | 51.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $841K | 16.7% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $377K | 7.5% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $264K | 5.2% |
| Parnassus Core Equity Fund Affiliated Managers Group · Insurance contract | $258K | 5.1% |
| John Hancock Real Estate Securities Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $218K | 4.3% |
| DFA U.S. Targeted Value Port Dimensional · Insurance contract | $167K | 3.3% |
| John Hancock Life Insurance Company (U.S.A.) MFS (Sun Life) · Insurance contract | $146K | 2.9% |
| Vanguard Mid-Cap Growth ETF Vanguard · Insurance contract | $70K | 1.4% |
| John Hancock AMG River Road Mid Cap Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $47K | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANOCCK LIFE INSURANCE COMPANY Service code 15 · EIN 01-0233346 Recordkeeping | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024