Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $51,562 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $39,329 |
13 funds of $250K or more; 30 lines in all, holding $10.6M of the plan's $10.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Fund BlackRock · Insurance contract Index | $1.7M | 16.5% |
| MyWayRet Index 2035 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.6M | 15.1% |
| MyWayRet Index Retirement Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $975K | 9.2% |
| MyWayRet Index 2045 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $843K | 7.9% |
| MyWayRet Index 2050 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $746K | 7.0% |
| MyWayRet Index 2055 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $621K | 5.9% |
| MyWayRet Index 2030 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $491K | 4.6% |
| John Hancock Insurance Company (U.S.A) John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $458K | 4.3% |
| John Hancock MyWayRet Index 2040 Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $443K | 4.2% |
| MyWayRet Large Cap Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $375K | 3.5% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.