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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $31,404 |
4 funds of $250K or more; 16 lines in all, holding $3.5M of the plan's $3.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $2.6M | 73.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Insurance contract | $364K | 10.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $244K | 7.0% |
| John Hancock Small Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $84K | 2.4% |
| Hartford Schroders Intl Fund Hartford Funds · Insurance contract | $70K | 2.0% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Insurance contract | $54K | 1.5% |
| John Hancock Total Bond Market Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $50K | 1.4% |
| John Hancock Disciplined Value Mid Cap John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $44K | 1.3% |
| John Hancock Avantis US Small Cap John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $4K | 0.1% |
| American Funds EuroPac Growth Capital Group · Insurance contract | $3K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.