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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $58,394 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $37,995 |
7 funds of $250K or more; 17 lines in all, holding $4.9M of the plan's $5.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $3.6M | 74.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $216K | 4.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $160K | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $151K | 3.1% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $141K | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $138K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $113K | 2.3% |
| DWS Rreef Real Assets Fund Class R6 DWS · Mutual fund | $76K | 1.6% |
| Thornburg Strategic Income Fund - Class R6 Thornburg · Mutual fund | $63K | 1.3% |
| Goldman Absolute Ret Tracker R N/R Goldman Sachs · Mutual fund | $61K | 1.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.