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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,864 |
10 funds of $250K or more; 43 lines in all, holding $8.9M of the plan's $9.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.4M | 38.2% |
| John Hancock LS Moderate John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.1M | 12.7% |
| John Hancock LS - Conservative John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $861K | 9.7% |
| John Hancock LS - Growth John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $701K | 7.9% |
| Blue Chip Growth Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $253K | 2.8% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $236K | 2.7% |
| Growth Fund OF America Capital Group · Mutual fund | $220K | 2.5% |
| John Hancock American Balanced Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $207K | 2.3% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $201K | 2.3% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $200K | 2.2% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.