Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $34,513 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,399 | $80,360+41.1% | $90,161+25.8% | $77,958+45.5% |
| Participation rate | 95.5% | 81.9%+13.5pp | 76.9%+18.6pp | 71.6%+23.8pp |
| Annual return | 0.00% | 24.56%-24.6pp | 34.89%-34.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,837 | $2,326-21.0% | $3,318-44.6% | $2,310-20.5% |
| Participant deferral / active EE | $3,800 | $5,829-34.8% | $5,287-28.1% | $3,537+7.4% |
| Admin fee / account holder | $22 | $64-65.6% | $5,943-99.6% | $97-77.5% |