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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $609 |
NEWPORT GROUP, INC.3+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,339 | $80,753-69.9% | $136,298-82.1% | $62,293-60.9% |
| Participation rate | 39.6% | 73.5%-33.9pp | 81.9%-42.3pp | 69.5%-29.9pp |
| Annual return | 25.29% | 35.83%-10.5pp | 5156.27%-5131.0pp | 28.90%-3.6pp |
| Employer contribution / active EE | $1,193 | $2,884-58.6% | $4,696-74.6% | $2,042-41.6% |
| Participant deferral / active EE | $2,673 | $5,164-48.2% | $6,247-57.2% | $3,169-15.7% |
| Admin fee / account holder | $45 | $525-91.5% | $9,244-99.5% | $479-90.7% |