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 | $944 |
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 | $51,606 | $52,884-2.4% | $84,753-39.1% | $55,167-6.5% |
| Participation rate | 82.4% | 67.5%+14.8pp | 76.6%+5.8pp | 69.0%+13.4pp |
| Annual return | 6.92% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,865 | $2,233+73.0% | $3,574+8.1% | $1,963+96.9% |
| Participant deferral / active EE | $3,315 | $2,644+25.4% | $3,712-10.7% | $3,054+8.5% |
| Admin fee / account holder | $7 | $581-98.8% | $5,333-99.9% | $504-98.6% |