Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
JG INVESTMENT ADVISORS3 years Service code 26 · EIN 81-3417375 | Advisory (Participants) | $20,482 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,517 | $40,522-39.5% | $84,637-71.0% | $67,582-63.7% |
| Participation rate | 26.1% | 51.1%-25.0pp | 68.2%-42.1pp | 71.3%-45.1pp |
| Annual return | 37.57% | 32.72%+4.9pp | 258.82%-221.3pp | 378.57%-341.0pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $984 | $2,132-53.8% | $3,900-74.8% | $3,539-72.2% |
| Admin fee / account holder | $38 | $145-73.6% | $4,914-99.2% | $142-73.0% |