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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $134 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP, INC Service code 99 · EIN 27-2037969 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,091 | $75,183-74.6% | $123,894-84.6% | $55,167-65.4% |
| Participation rate | 50.8% | 72.8%-22.1pp | 81.4%-30.7pp | 69.0%-18.2pp |
| Annual return | 38.07% | 19.01%+19.1pp | 47.52%-9.4pp | 169.23%-131.2pp |
| Employer contribution / active EE | $969 | $2,823-65.7% | $4,617-79.0% | $1,963-50.6% |
| Participant deferral / active EE | $2,255 | $5,084-55.6% | $5,984-62.3% | $3,054-26.2% |
| Admin fee / account holder | $81 | $663-87.8% | $8,357-99.0% | $504-83.9% |