JHRPS Demonstration Plan

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1 JHRPS Demonstration Plan SAMPLE A C C O U N T S T A T E M E N T > OZ >Stephanie Williams JH0102 > 690 Canton St. Westwood, MA Stephanie Williams your total account balance as of MM/DD/YYYY is 39, Your total vested balance is 39, For more information regarding your plan: mylife.jhrps.com Participant Service Representatives are available Monday through Friday from 8:00 a.m. to 10:00 p.m. Eastern Time, except New York Stock Exchange Holidays. Have an investment question or concern? Morningstar Rm * sm Manager is filled with the tools to help you make informed investment decisions. Log on to mylife.jhrps.com. mr * Morningstar Manager sm is offered by and is the property of Morningstar Associates, LLC, a registered investment advisor and subsidiary of Morningstar, Inc. and is intended for citizens or legal residents of the United States or its territories. The Morningstar name and logo are registered marks of Morningstar, Inc. STATEMENT PERIOD: 01/01/ - 03/30/ Opening Balance Employer Contributions Participant Contributions Redemptions & Payments Change in Market Value Closing Balance Personal Rate of Return: 36, , , %* Past performance is no guarantee of future results. * Your Personal Rate of Return is a measure of the performance of the funds in your retirement account for the specified time period. It measures the actual performance you have experienced based on a calculation that considers contributions, withdrawals, transfers, loans, dividend reinvestment, capital gains, distributions and the performance of the funds in your account. Marketing suppport services are provided by John Hancock Distributors LLC. INVESTMENT SUMMARY AS OF 03/30/ Current Future Market Investment Investment Value Allocation Elections Stable Value Stable Value Option % 5% Stable Value Option TOTAL % 5% Income Metwest Total Ret Bond I % 2% Metropolitan West Total Return Bond (Class I) TOTAL % 2% Target Date 2, % 10% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price 1, % 5% T. Rowe Price INVESTMENT SUMMARY AS OF 03/30/(cont d) Current Future Market Investment Investment Value Allocation Elections 1, % 5% T. Rowe Price Balanced % 5% T. Rowe Price Balanced TOTAL 12, % 55% Growth & Income Large Cap Index 5, % 10% Columbia Large Cap Index (Class Z) John Hancock Disc Val MC R5 1, % 5% John Hancock Disciplined Value (Class R5) TOTAL 6, % 15% Growth Capital Appreciation % 3% Alger Capital Appreciation Institutional (Class I) Artisan Mid Cap (Instl) 1, % 5% Artisan Mid Cap (Institutional Class) Franklin Sm Cap Grth Fd Adv % 3% Franklin Small Cap Growth (Advisor Class) Franklin Rising Dividends Adv 1, % 5% Franklin Rising Dividends (Advisor Class) Vanguard Mid-Cap Val Index Adm 1, % 5% Vanguard Mid-Cap Value Index (Admiral Shares) TOTAL 6, % 21% International ClearBridge Intl Value Fd IS % 2% ClearBridge International Value (Class IS) TOTAL % 2% Total Investment Summary Outstanding Loan Balance Closing Balance Vested Balance 27, , , , % 100%

2 Name: Date of Hire: Date of Partic: Personal Information Stephanie Williams 03/30/ 05/10/ A C C O U N T S T A T E M E N T For the period 01/01/ - 03/30/ Beneficiary Information Primary Beneficiary: No beneficiaries elected. Contingent Beneficiary: No beneficiaries elected. Please contact mylife.jhrps.com or immediately to elect your beneficiary information. Page: 2 Balance as of January 1, Employee Deferral Cont. Safe Harbor Match Cont. New Loans Loan Repayments Dividends/Interest Gain/Loss Balance as of March 30, Stable Value Option Metwest Total Ret Bond I 1, , , , , , , , , , , , Net Asset Value as of March 30, Balance as of January 1, Employee Deferral Cont. Safe Harbor Match Cont. New Loans Loan Repayments Dividends/Interest Gain/Loss Balance as of March 30, Balanced Large Cap Index Capital Appreciation 1, , , , , , , , , , , , Net Asset Value as of March 30,

3 A C C O U N T S T A T E M E N T For the period 01/01/-03/30/ Page: 3 Balance as of January 1, Employee Deferral Cont. Safe Harbor Match Cont. New Loans Loan Repayments Dividends/Interest Gain/Loss Balance as of March 30, Artisan Mid Cap (Instl Franklin Sm Cap Grth Fd Adv Franklin Rising Dividends Adv John Hancock Disc Val MC R5 Vanguard Mid-Cap Val Index Adm ClearBridge Intl Value Fd IS Total 2, , , , , , , , , , , , , Net Asset Value as of March 30,

4 A C C O U N T S T A T E M E N T For the period 01/01/-03/30/ Stephanie Williams Loan Activity Prior Balance 0.00 New Loans 12, Loan Repayments Interest Paid Ending Balance 11, Totals By Account Account Vested% Total Balance Employee Deferral % 18, Safe Harbor Match % 9, Employer Profit Sharing % Outstanding Loan Balance 11, Total Account Balance 39, Vested Account Balance 39, Vested Account Balance Less Outstanding Loan 27, In addition to the fees and expenses shown above, some of the plan s administrative expenses for the preceding quarter were paid from the total annual operating expenses of one or more of the plan s designated investment alternatives. Page: 4

5 A C C O U N T S T A T E M E N T For the period 01/01/-03/30/ Page: 5 Stephanie Williams IMPORTANCE OF DIVERSIFICATION AND OTHER INFORMATION For the "Importance of Diversification" notice that is required to be provided to all plan participants, please visit mylife.jhrps.com, click on "Menu" in the header, then "Account Overview" under the Home & Overview section. The notice is listed under the Additional Information section. You also have the right to request and obtain a paper version of the notice free of charge by calling Please refer to the summary plan description (a copy of which was previously distributed to you) for an explanation of any limitations or restrictions on any right to direct investments, whether the plan is subject to permitted disparity, and if you are not currently vested in your account, an explanation of when you may become vested. IN CASE OF QUESTIONS OR POTENTIAL DISCREPANCIES ON THIS STATEMENT: Please read this statement carefully. Contact us immediately at if you believe there is an error, or if you need more information about a transaction included on the statement. We will investigate the discrepancy and make any necessary corrections promptly. Any potential error must be reported to John Hancock Plan Services, LLC within 60 days of the statement date that it first appears by calling If you fail to notify us within 60 days, we cannot be responsible for any losses that may accrue thereafter. COMBINE OTHER RETIREMENT ACCOUNTS INTO YOUR PLAN If you have other retirement accounts, such as a 401(k) plan with a former employer or an IRA, you can move those accounts into your 401(k) plan with John Hancock. It s easy, and we can help! Call to speak to a Consolidation Specialist. Note this service may not be available in some plans and plan restrictions apply. Speak with a Financial Representative to determine if combining your retirement accounts is suitable for you, as other options are available. CHANGING JOBS OR RETIRING? JOHN HANCOCK CAN HELP! If you are no longer working for your employer and have questions about what to do with your retirement plan money, call John Hancock at Our dedicated representatives can help you make an informed decision by reviewing your distribution options with you, answering your questions and helping you through the distribution process.

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