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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 80-0709115 | Recordkeeping | $68,241 |
25 funds of $250K or more; 19 lines in all, holding $109M of the plan's $109M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $71.6M | 65.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.0M | 10.1% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $5.3M | 4.9% |
| Disciplined Core Equity Fund American Century · Mutual fund | $4.5M | 4.2% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $2.5M | 2.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.9M | 1.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.7M | 1.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.6M | 1.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.6M | 1.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 1.2% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.