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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
4 funds of $250K or more; 24 lines in all, holding $4.5M of the plan's $4.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Separate account Target-date, 9 vintages | $1.9M | 43.5% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $762K | 17.1% |
| JH Multimanager Growth LS Manager not matched · Separate account | $743K | 16.7% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Separate account | $184K | 4.1% |
| JH U.S. Growth Fund Manager not matched · Separate account | $171K | 3.8% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $160K | 3.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $103K | 2.3% |
| Fixed Income T. Rowe Price · Separate account | $76K | 1.7% |
| Asset Allocation Fund Manager not matched · Separate account | $65K | 1.4% |
| American Funds American Balanced Fund Capital Group · Separate account | $61K | 1.4% |
Dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveJohn Hancock Lifetime Blend 2045 Fund to John Hancock Lifetime Blend 2045mutual fund to separate account | $2.0M to $1.9M |
| DroppedS&P 500 Index Fund | $335K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.