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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $23,766 |
20 funds of $250K or more; 71 lines in all, holding $30.0M of the plan's $56.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $7.4M | 24.7% |
| JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $5.2M | 17.2% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.8M | 9.4% |
| Science & Technology Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.0M | 6.8% |
| John Hancock JH Multimanager Conserv LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.9M | 6.3% |
| JH Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.1M | 3.8% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $953K | 3.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $910K | 3.0% |
| Sprott Gold Equity Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $590K | 2.0% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $540K | 1.8% |
Added 7 funds, dropped 6 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| AddedJH Multimanager Growth LS | $7.4M |
| DroppedJohn Hancock Lifestyle Growth | $6.7M |
| AddedJH Multimanager Aggressive LS | $5.2M |
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.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.