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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,686 |
7 funds of $250K or more; 13 lines in all, holding $5.3M of the plan's $5.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $4.3M | 82.1% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $251K | 4.8% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $187K | 3.6% |
| Responsible Balanced Account TIAA (Nuveen) · Insurance contract | $98K | 1.9% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Insurance contract | $97K | 1.8% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $76K | 1.4% |
| John Hancock Real Estate Securities Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $53K | 1.0% |
| Vanguard Small Cap Growth Index Fund Vanguard · Insurance contract Index | $49K | 0.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Insurance contract Index | $37K | 0.7% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $33K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.