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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $4,712 |
14 funds of $250K or more; 28 lines in all, holding $9.6M of the plan's $10.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 7 vintagesRecordkeeper's own fund | $2.5M | 25.6% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $991K | 10.3% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $836K | 8.7% |
| Hotchkis & Wiley Large Cap Fundamental Value Fund Hotchkis & Wiley · Mutual fund | $572K | 5.9% |
| Offered by John Hancock Life Insurance Company of New York Pooled Separate Accounts " John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $549K | 5.7% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $541K | 5.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $365K | 3.8% |
| JH Multimanager Growth LS Manager not matched · Mutual fund | $361K | 3.7% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $275K | 2.9% |
| John Hancock Mid Cap Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $272K | 2.8% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeJohn Hancock Lifetime Blend 2030 Trust to John Hancock Lifetime Blend 2045 Trust | $2.6M to $2.5M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.