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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0752696 | Advisory (Participants) | $14,022 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,568 |
5 funds of $250K or more; 2 lines in all, holding $2.6M of the plan's $2.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 100% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Separate account Target-date, 10 vintages | $2.6M | 99.9% |
| Exhibit A - Schedule of Assets (Held at End of Year) Lessor or Similar Party Manager not matched · Other | $4K | 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.