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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-1004774 10900 NE 8TH ST SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Participants) | $34,090 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,083 |
8 funds of $250K or more; 18 lines in all, holding $9.0M of the plan's $15.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $5.2M | 58.3% |
| 500 Index Fund Manager not matched · Separate account Index | $1.4M | 15.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $1.1M | 12.1% |
| Real Estate Securities Fund Manager not matched · Separate account | $219K | 2.4% |
| Money Market Manager not matched · Money market | $146K | 1.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $131K | 1.5% |
| Hotchkis & Wiley Large Cap Fundamental Value Fund Hotchkis & Wiley · Separate account | $128K | 1.4% |
| Vanguard Short-Term Federal Fund Investor Shares Vanguard · Separate account | $117K | 1.3% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Separate account Index | $105K | 1.2% |
| American Balanced Fund Capital Group · Separate account | $93K | 1.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.