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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $44,576 |
Service code 26 · EIN 76-0392127 | Advisory (Participants) | $32,442 |
18 funds hold $15.1M of the plan's $15.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $9.2M | 60.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.3M | 8.8% |
| John Hancock Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $729K | 4.8% |
| Mid Value Fund Class NAV John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $464K | 3.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $462K | 3.1% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Insurance contract | $405K | 2.7% |
| DFA U.S. Targeted Value Port Dimensional · Insurance contract | $382K | 2.5% |
| John Hancock Equity Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $379K | 2.5% |
| Dodge & Cox International Stock Dodge & Cox · Insurance contract | $321K | 2.1% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $280K | 1.9% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchJohn Hancock Lifetime Blend 2050 to Vanguard Target Retirement 2050 Fund Investor Shares | $6.3M to $9.2M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.