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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 13-3646501 | Recordkeeping | $48,908 |
12 funds of $250K or more; 67 lines in all, holding $12.1M of the plan's $12.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $3.8M | 31.4% |
| John Hancock JH Multimanager Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.7M | 22.1% |
| John Hancock JH Multimanager Aggressive John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.1M | 8.8% |
| John Hancock JH Multimanager Balanced John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $808K | 6.7% |
| John Hancock Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $368K | 3.0% |
| Science & Technology Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $229K | 1.9% |
| T. Rowe Price Sci & Tech T. Rowe Price · Insurance contract | $208K | 1.7% |
| John Hancock Invt Grade Bond John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $184K | 1.5% |
| John Hancock Life Insurance Company of New York Capital Group · Insurance contract | $179K | 1.5% |
| Vanguard Small Cap Value Index Vanguard · Insurance contract Index | $165K | 1.4% |
See the other 57 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,424 | $66,098-70.6% | $101,794-80.9% | $74,304-73.9% |
| Participation rate | 0.0% | 53.8%-53.8pp | 69.2%-69.2pp | 60.3%-60.3pp |
| Annual return | 15.93% | 19.59%-3.7pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $401 | $1,082-62.9% | $2,289-82.5% | $2,241-82.1% |
| Participant deferral / active EE | $2,406 | $2,781-13.5% | $4,084-41.1% | $3,767-36.1% |
| Admin fee / account holder | $156 | $4,146-96.2% | $8,777-98.2% | $2,969-94.8% |