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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RET PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,273 |
10 funds of $250K or more; 23 lines in all, holding $4.2M of the plan's $4.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.6M | 85.1% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $260K | 6.2% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $233K | 5.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $25K | 0.6% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $22K | 0.5% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $20K | 0.5% |
| Janus Henderson Flexible Bond Fund Janus Henderson · Mutual fund | $9K | 0.2% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $8K | 0.2% |
| Invesco Corporate Bond Fund Class R6 Invesco · Mutual fund | $7K | 0.2% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $7K | 0.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.