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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,781 |
8 funds of $250K or more; 13 lines in all, holding $7.6M of the plan's $7.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $6.2M | 80.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Insurance contract | $533K | 7.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $493K | 6.4% |
| Guggenheim Total Return Bond Fund Guggenheim · Insurance contract | $196K | 2.6% |
| John Hancock American Balanced Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $108K | 1.4% |
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $83K | 1.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $31K | 0.4% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $30K | 0.4% |
| John Hancock Life Insurance Company (U.S.A.) American Century · Insurance contract | $1K | <0.1% |
| Franklin Small-Mid Growth Franklin Templeton · Insurance contract | $1K | <0.1% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.