Filed June 1, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,039 | $73,102-38.4% | $123,552-63.5% | $56,287-20.0% |
| Participation rate | 63.7% | 74.3%-10.6pp | 82.3%-18.6pp | 69.9%-6.1pp |
| Annual return | 12.05% | 3.01%+9.0pp | 119.20%-107.2pp | -9.96%+22.0pp |
| Employer contribution / active EE | $3,204 | $2,977+7.6% | $4,628-30.8% | $2,111+51.8% |
| Participant deferral / active EE | $6,287 | $5,423+15.9% | $6,426-2.2% | $3,350+87.7% |
| Admin fee / account holder | $29 | $554-94.8% | $9,285-99.7% | $521-94.4% |