Filed August 26, 2026 (most recent of 5 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,651 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $587,514 | $132,049+344.9% | $200,582+192.9% | $74,304+690.7% |
| Participation rate | 99.4% | 84.1%+15.3pp | 86.9%+12.5pp | 60.3%+39.0pp |
| Annual return | 13.46% | 22.22%-8.8pp | 42.33%-28.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $16,328 | $4,558+258.3% | $6,419+154.4% | $2,241+628.6% |
| Participant deferral / active EE | $13,506 | $7,213+87.3% | $9,331+44.7% | $3,767+258.5% |
| Admin fee / account holder | $215 | $2,405-91.0% | $16,305-98.7% | $2,969-92.7% |