Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $22.0M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$65K in admin expenses, $435 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 32 lines in all, holding $25.1M of the plan's $25.5M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| ^ John Hancock Trust Company LLC - MyWayRet Index John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $6.2M | 24.7% |
| ^ John Hancock Trust Company LLC - Index 2030 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $5.2M | 20.8% |
| ^ John Hancock Trust Company LLC - Index 2040 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $4.0M | 16.0% |
| ^ John Hancock Trust Company LLC - Index 2035 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $2.3M | 9.3% |
| ^ John Hancock Trust Company LLC - Index 2050 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $1.8M | 7.1% |
| ^ John Hancock Trust Company LLC - Index 2045 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $1.3M | 5.1% |
| Money Market Mutual Fund Manager not matched · Money market | $870K | 3.5% |
| ^ John Hancock Trust Company LLC - Index 2055 John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $517K | 2.1% |
| ^ John Hancock Trust Company LLC - MyWayRet International Value John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $506K | 2.0% |
| Health & Wellness Center Manager not matched · Other | $496K | 2.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
22 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 Recordkeeping | $45,512 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Participants) | $20,480 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025