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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $410 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
21 funds of $250K or more; 22 lines in all, holding $25.1M of the plan's $25.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, other, 57% of fund dollars
Dropped 5 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchJohn Hancock Lifetime Blend 2030 to American Funds Target Date 2030 | $13.6M to $14.0M |
| Dropped500 Index Fund | $1.2M |
| DroppedBlue Chip Growth Fund | $995K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 10 stable value or insurance lines.
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.
Employer 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.)
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.