Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
6 funds of $250K or more; 39 lines in all, holding $4.9M of the plan's $4.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $2.0M | 40.1% |
| e) Pooled Separate Acc Manager not matched · Separate account | $909K | 18.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $539K | 11.0% |
| John Hancock JH Lifestyle Blend Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $316K | 6.5% |
| Vanguard Small Cap Value Index Vanguard · Insurance contract Index | $217K | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $182K | 3.7% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $88K | 1.8% |
| Vanguard Mid-Cap Growth ETF Vanguard · Insurance contract | $77K | 1.6% |
| Vanguard Mid-Cap Value ETF Vanguard · Insurance contract | $68K | 1.4% |
| American Funds American Balanced Fund Capital Group · Insurance contract | $67K | 1.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.