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 | $1,108 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $63,825 | $58,726+8.7% | $92,240-30.8% | $62,293+2.5% |
| Participation rate | 83.2% | 68.3%+14.9pp | 76.5%+6.7pp | 69.5%+13.7pp |
| Annual return | 19.05% | 43.62%-24.6pp | 176.29%-157.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $4,038 | $2,392+68.8% | $3,680+9.7% | $2,042+97.7% |
| Participant deferral / active EE | $3,298 | $2,766+19.3% | $3,897-15.4% | $3,169+4.1% |
| Admin fee / account holder | $8 | $556-98.6% | $5,194-99.8% | $479-98.4% |