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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $11,130 |
18 funds of $250K or more; 28 lines in all, holding $17.5M of the plan's $17.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, other, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $2.6M | 15.0% |
| John Hancock Strategic Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.7M | 9.7% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Insurance contract | $1.5M | 8.7% |
| JH Multi-Index Lifestyle Bal John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.4M | 7.9% |
| John Hancock American Balanced Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.2M | 7.1% |
| John Hancock Life Insurance Company (U.S.A.) Fidelity (FMR) · Insurance contract | $1.0M | 5.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $952K | 5.5% |
| Small Cap Growth Index John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $909K | 5.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $887K | 5.1% |
| JH Multi-Index Lifestyle Growth John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $710K | 4.1% |
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.
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.)
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.