Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,331 |
4 funds of $250K or more; 32 lines in all, holding $3.1M of the plan's $3.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.1M | 67.0% |
| Pooled Separate Accounts John Hancock USA 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $182K | 5.8% |
| John Hancock USA Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $165K | 5.2% |
| John Hancock USA Tiaa-Cref Large Cap Growth Index TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $137K | 4.3% |
| John Hancock USA MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund Possible retail class A | $96K | 3.0% |
| John Hancock USA BlackRock Health Sciences Opp BlackRock · Mutual fund Possible retail class A | $75K | 2.4% |
| John Hancock USA Vanguard Equity-Income Fund Vanguard · Mutual fund Possible retail class A | $51K | 1.6% |
| John Hancock USA JH Multi-Index LS Aggressive John Hancock (Manulife) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $47K | 1.5% |
| John Hancock USA JH Multi-Index LS Growth John Hancock (Manulife) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $36K | 1.2% |
| John Hancock USA Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $30K | 0.9% |
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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.