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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
12 funds of $250K or more; 28 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $7.2M | 63.5% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $591K | 5.2% |
| John Hancock JH Flccf John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $556K | 4.9% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $484K | 4.3% |
| John Hancock Mid Cap Growth, Insurance C John Hancock (Manulife) · Separate account Recordkeeper's own fund | $411K | 3.6% |
| American Funds New Perspective Fund Capital Group · Insurance contract | $305K | 2.7% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $233K | 2.1% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $208K | 1.8% |
| Janus Henderson Balanced Fund, Insurance Company Janus Henderson · Insurance contract | $179K | 1.6% |
| Capital World Growth & Income Capital Group · Insurance contract | $158K | 1.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock Mid Cap Growth, Insurance C | $411K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.