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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $53,007 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PLACE SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $5,656 |
13 funds of $250K or more; 24 lines in all, holding $14.6M of the plan's $14.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.2M | 83.3% |
| Index Fund Manager not matched · Mutual fund IndexPossible retail class A | $814K | 5.6% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $328K | 2.2% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $271K | 1.9% |
| John Hancock Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $115K | 0.8% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $99K | 0.7% |
| American Century Heritage American Century · Other | $75K | 0.5% |
| Invesco Small Cap Growth Fund Class A Invesco · Mutual fund Possible retail class A | $73K | 0.5% |
| John Hancock Mid Cap Growth Fund Class A John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $67K | 0.5% |
| John Hancock Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $62K | 0.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.