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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
3 funds of $250K or more; 16 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Shares Cost Value Mutual Funds American B Manager not matched · Mutual fund | $1.8M | 49.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.3M | 36.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $128K | 3.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $110K | 3.0% |
| John Hancock Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $72K | 2.0% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $51K | 1.4% |
| Hartford Intl Opport R6 Hartford Funds · Mutual fund | $28K | 0.7% |
| Nomura Small Cap Core Fund Class R6 Macquarie / Nomura · Mutual fund | $22K | 0.6% |
| American New World Fund R6 Capital Group · Mutual fund | $22K | 0.6% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $20K | 0.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.