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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 · EIN 41-2016508 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $26,815 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,650 |
12 funds of $250K or more; 38 lines in all, holding $11.2M of the plan's $13.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 8 vintagesRecordkeeper's own fund | $6.1M | 54.4% |
| John Hancock Lifestyle Balanced Active Strategy John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $933K | 8.4% |
| John Hancock Lifestyle Growth Active Strategy John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $614K | 5.5% |
| John Hancock Select AA Balanced John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $570K | 5.1% |
| John Hancock Lifestyle Aggressive Active Strategy John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $567K | 5.1% |
| John Hancock Lifestyle Moderate Active Strategy John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $508K | 4.5% |
| John Hancock Life Insurance Co. Real Est. Securities Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $274K | 2.5% |
| John Hancock Lifestyle Conservative Active Strategy John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $181K | 1.6% |
| Fidelity Advisor Energy Fund Fidelity (FMR) · Insurance contract | $152K | 1.4% |
| Eaton Vance High Income Opps Morgan Stanley · Insurance contract | $139K | 1.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.