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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,000 |
17 funds of $250K or more; 28 lines in all, holding $21.9M of the plan's $22.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $13.9M | 63.6% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.5M | 11.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 5.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.1M | 5.1% |
| John Hancock Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $449K | 2.1% |
| John Hancock Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $440K | 2.0% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $428K | 2.0% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $271K | 1.2% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $269K | 1.2% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $214K | 1.0% |
Covers 61,314 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.
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.