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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,302 |
7 funds of $250K or more; 28 lines in all, holding $9.5M of the plan's $13.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $2.2M | 23.6% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.4M | 14.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.4M | 14.6% |
| Sprott Gold Equity Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $709K | 7.5% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $695K | 7.3% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $674K | 7.1% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $526K | 5.5% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $288K | 3.0% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $211K | 2.2% |
| Templeton World Fund Franklin Templeton · Mutual fund | $195K | 2.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJohn Hancock AF Capital Income Builder | $2.8M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.