Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $65,048 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,004 |
15 funds of $250K or more; 26 lines in all, holding $21.7M of the plan's $22.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JH Thru 2035 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $4.9M | 22.4% |
| John Hancock JH Thru 2050 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $3.1M | 14.2% |
| John Hancock JH Thru 2040 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.8M | 13.1% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 9.1% |
| John Hancock JH Thru 2030 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.6M | 7.5% |
| John Hancock JH Thru 2045 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.3M | 5.9% |
| John Hancock JH Thru 2025 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.0M | 4.7% |
| John Hancock JH Thru 2060 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $784K | 3.6% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $637K | 2.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $582K | 2.7% |
Added 2 funds, dropped 1 fund. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAllspring Index Fund | $2.0M |
| DroppedIndex Fund | $1.6M |
| Other vehicle moveFidelity ContraFund to Fidelity Contrafundseparate account to mutual fund | $494K to $582K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 11 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.