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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,791 |
14 funds of $250K or more; 19 lines in all, holding $26.7M of the plan's $27.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $24.8M | 92.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 3.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $371K | 1.4% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $297K | 1.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 0.4% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $71K | 0.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $30K | 0.1% |
| New World Fund Inc Capital Group · Mutual fund | $17K | <0.1% |
| Vanguard Emerging Markets Stock Index AD Vanguard · Mutual fund Index | $14K | <0.1% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $13K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.