Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $40,662 |
GRATUS WEALTH ADVISORS LLC2 years Service code 26 · EIN 87-3640934 | Advisory (Participants) | $27,583 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,103 |
9 funds of $250K or more; 13 lines in all, holding $5.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $3.8M | 64.2% |
| Vanguard Total World Stock Index ETF Vanguard · Insurance contract Index | $1.0M | 17.5% |
| John Hancock Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $299K | 5.0% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $205K | 3.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $143K | 2.4% |
| John Hancock JH Fundamental Large Cap Core John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $91K | 1.5% |
| Federated High Yield Bond Federated Hermes · Insurance contract | $85K | 1.4% |
| JPMorgan Smid Cap Fund JPMorgan · Insurance contract | $83K | 1.4% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $78K | 1.3% |
| John Hancock Invt Grade Bond John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $53K | 0.9% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.