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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 26 · EIN 36-3258176 | Advisory (Participants) | $19,449 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,267 |
15 funds of $250K or more; 32 lines in all, holding $13.9M of the plan's $14.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.9M | 28.2% |
| John Hancock John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $3.8M | 27.0% |
| Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $802K | 5.7% |
| Lifestyle Moderate Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $715K | 5.1% |
| John Hancock Lifestyle Aggressive John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $709K | 5.1% |
| Lifestyle Conservative Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $651K | 4.7% |
| Growth Fund OF America Capital Group · Mutual fund | $497K | 3.6% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $450K | 3.2% |
| High Yield Fund Manager not matched · Mutual fund | $319K | 2.3% |
| Money Market Manager not matched · Money market | $303K | 2.2% |
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 60,908 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.