Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$83K in admin expenses, $268 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 20 lines in all, holding $9.1M of the plan's $9.5M. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $5.0M | 54.8% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $723K | 8.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $657K | 7.2% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $437K | 4.8% |
| Similar Party or Maturity Value Manager not matched · Separate account | $425K | 4.7% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $333K | 3.7% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $308K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $261K | 2.9% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $209K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $182K | 2.0% |
Added 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle Index 2035 Fund to John Hancock Lifetime Blend 2035 Trust | $4.2M to $5.0M |
| AddedSimilar Party or Maturity Value | $425K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
10 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 Recordkeeping | $4,120 |
Service code 15 PO BOX 601070 · JACKSONVILLE, FL 32260 Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025