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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 · EIN 23-1073126 1717 ARCH STREET · PHILADEPHIA, PA 19103 | Advisory (Participants) | $21,929 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,230 |
18 funds of $250K or more; 27 lines in all, holding $16.3M of the plan's $16.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.2M | 37.8% |
| John Hancock JH Lifestyle Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.5M | 9.5% |
| John Hancock JH Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.5M | 9.4% |
| John Hancock JH Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $821K | 5.0% |
| New Perspective Fund Capital Group · Mutual fund | $673K | 4.1% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $671K | 4.1% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $626K | 3.8% |
| American Funds Washington Mutual Capital Group · Mutual fund | $591K | 3.6% |
| Vanguard Small-Cap Value Index Fund Vanguard · Separate account Index | $564K | 3.5% |
| Investment CO OF America Capital Group · Mutual fund | $528K | 3.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Droppedmaturity date, rate of interest, collateral, par, Pooled Separate Accounts (Continued) John Han | $563K |
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 70,940 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.