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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $12,940 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $8,538 |
13 funds of $250K or more; 25 lines in all, holding $10.2M of the plan's $10.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $4.1M | 40.4% |
| JH Multimanager Balanced LS Manager not matched · Insurance contract | $1.6M | 15.6% |
| JH Multimanager Growth LS Manager not matched · Insurance contract | $1.4M | 13.8% |
| JH Multimanager Aggressive LS Manager not matched · Insurance contract | $619K | 6.1% |
| JH Multimanager Moderate LS Manager not matched · Insurance contract | $513K | 5.0% |
| 500 Index Fund Manager not matched · Insurance contract Index | $360K | 3.5% |
| John HancockLife Insurance Company (U.S.A.) Manager not matched · Insurance contract | $313K | 3.1% |
| Invesco Diversified Dividend Invesco · Insurance contract | $185K | 1.8% |
| John HancockLife Insurance Company (U.S.A.) Fidelity (FMR) · Insurance contract | $180K | 1.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $146K | 1.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.