Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$61K in admin expenses, $262 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $5.4M of the plan's $6.5M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Target, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $933K | 17.1% |
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 8 vintages | $713K | 13.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $552K | 10.1% |
| John Hancock JP Morgan Equity Income Fund JPMorgan · Mutual fund | $551K | 10.1% |
| John Hancock JP Morgan Mid Cap Value Fund JPMorgan · Mutual fund | $400K | 7.3% |
| John Hancock DFA Global Equity Fund Dimensional · Mutual fund | $397K | 7.3% |
| John Hancock Carillon Eagle Mid Cap Growth Raymond James · Mutual fund | $289K | 5.3% |
| John Hancock T. Rowe Price Spectrum Inc T. Rowe Price · Mutual fund | $273K | 5.0% |
| John Hancock Vanguard Explorer Fund Vanguard · Mutual fund | $273K | 5.0% |
| John Hancock JP Morgan Global Bond Fund JPMorgan · Mutual fund | $271K | 5.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3527877 Advisory (Participants) | $29,921 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 Recordkeeping | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025