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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 99 · EIN 27-2037969 | Other Fees | $1,250 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,723 | $72,177-72.7% | $115,038-82.9% | $59,633-66.9% |
| Participation rate | 43.0% | 72.6%-29.5pp | 81.4%-38.3pp | 68.7%-25.6pp |
| Annual return | -4.60% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,574 | $2,841-44.6% | $4,608-65.8% | $2,203-28.5% |
| Participant deferral / active EE | $3,862 | $4,783-19.3% | $6,026-35.9% | $3,192+21.0% |
| Admin fee / account holder | $113 | $4,927-97.7% | $8,175-98.6% | $4,297-97.4% |