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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $175,897 |
17 funds of $250K or more; 22 lines in all, holding $27.2M of the plan's $27.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $14.8M | 54.4% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 1 vintageRecordkeeper's own fund | $2.9M | 10.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 9.4% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.8M | 6.7% |
| John Hancock Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.1M | 4.0% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $846K | 3.1% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $789K | 2.9% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $689K | 2.5% |
| John Hancock MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $337K | 1.2% |
| John Hancock Vanguard Mid-Cap Value ETF Vanguard · ETF Index | $299K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.