Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
1 fund of $250K or more; 7 lines in all, holding $700K of the plan's $2.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock American Balanced Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $301K | 43.1% |
| John Hancock Lifestyle Growth John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $211K | 30.1% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 3 vintagesRecordkeeper's own fund | $109K | 15.5% |
| John Hancock Lifestyle Moderate John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $28K | 4.0% |
| Employer Profit Sharing Contribution Receivable Manager not matched · Other | $27K | 3.8% |
| John Hancock Lifestyle Aggressive John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $18K | 2.5% |
| John Hancock Lifestyle Conservative Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $7K | 1.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.