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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $61,412 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,840 |
33 funds of $250K or more; 48 lines in all, holding $43.8M of the plan's $44.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $9.4M | 21.5% |
| John Hancock JH Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $7.9M | 18.1% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $3.1M | 7.2% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.8M | 6.3% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.3M | 5.3% |
| American Funds American Balanced Fund Capital Group · Insurance contract | $2.1M | 4.7% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $1.4M | 3.2% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $1.4M | 3.2% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.4M | 3.1% |
| John Hancock Life Insurance Company (U.S.A.) John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.2M | 2.8% |
Dropped 11 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Balanced Fund | $2.3M |
| DroppedGrowth Fund OF America | $1.1M |
| DroppedAmerican Funds | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 stable value or insurance lines.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.