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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $6,348 |
9 funds of $250K or more; 20 lines in all, holding $8.9M of the plan's $8.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 10 vintages | $7.6M | 85.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $282K | 3.2% |
| Loan Fund Manager not matched · Mutual fund | $262K | 2.9% |
| Index Fund Manager not matched · Mutual fund Index | $241K | 2.7% |
| JH Multi Growth Manager not matched · Other | $215K | 2.4% |
| JH Stbl Value Manager not matched · Other | $59K | 0.7% |
| JH Multi Balance Manager not matched · Other | $59K | 0.7% |
| Jh Investments Capital Group · Other | $46K | 0.5% |
| Parnassas Core Equity Manager not matched · Other | $32K | 0.4% |
| Trowe Sml Cap Val T. Rowe Price · Mutual fund | $19K | 0.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.