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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES Service code 26 · EIN 46-5391363 401 E. LAS OLAS BLVD · FT. LAUDERDALE, FL 33301 | Advisory (Participants) | $16,043 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,216 |
5 funds of $250K or more; 19 lines in all, holding $4.5M of the plan's $4.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Multi-Index Lifestyle Balanced John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $1.5M | 33.3% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.1M | 24.1% |
| John Hancock Multi-Index Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $818K | 18.1% |
| John Hancock Multi-Index Lifestyle Moderate Portfolio John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $331K | 7.3% |
| John Hancock Multi-Index Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $252K | 5.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $189K | 4.2% |
| Lifestyle Multi-Index Conservative Account John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $160K | 3.5% |
| John Hancock Short Term John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $44K | 1.0% |
| T. Rowe Price Health Science Fund T. Rowe Price · Mutual fund | $32K | 0.7% |
| John Hancock Janus Henderson · Mutual fund | $23K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.