Plan Administration Guide, Part Two: Recordkeeping Survey

Breaking down the DC industry by plan type.


As a complement to our Defined Contribution Survey—which measures how satisfied DC clients are with their providers—our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed to the DC survey, is comprised of data collected from the providers themselves.

John Hancock Retirement Plan Services

Assets ($MM) by Plan Type
Ranked #16$131,754
457 $255
All Other$3,722
Participants by Plan Size
Ranked #152,218,466
$10MM – $50MM384,468
>$50MM – $200MM193,049
>$200MM – $1BMM214,761
Plans by Channel
Direct sold
Intermediary sold
Service Offerings
New client restrictionsNone
Multiple service modelsYes
Offers corporate trustee servicesYes
Internal ERISA counsel9
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportYes
Mobile appYes
Managed account optionsMorningstar/Ibbotson; NextCapital
Retirement Income
Displays retirement income estimate on statementsYes
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceNo
Recordkeeping Platform Proprietary system