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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $319,389 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $73,695 |
MEYER, UNKOVIC & SCOTT8+ years Service code 29 · EIN 25-1344985 | Legal | $46,721 |
ANDCO CONSULTING6 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC8+ years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,398 | $70,048-65.2% | $112,270-78.3% | $78,104-68.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -7.86% | -10.85%+3.0pp | 27.49%-35.4pp | 10.90%-18.8pp |
| Employer contribution / active EE | $2,653 | $4,000-33.7% | $3,635-27.0% | $3,128-15.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $91 | $127-28.1% | $6,411-98.6% | $79+15.6% |