Filed July 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $936 |
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 | $52,542 | $50,464+4.1% | $75,784-30.7% | $52,331+0.4% |
| Participation rate | 80.3% | 66.8%+13.6pp | 75.8%+4.5pp | 68.1%+12.2pp |
| Annual return | -2.14% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $3,716 | $1,988+86.9% | $3,323+11.8% | $1,882+97.5% |
| Participant deferral / active EE | $2,934 | $2,570+14.2% | $3,652-19.6% | $3,022-2.9% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,300-99.9% | $592-98.9% |