Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $760 |
NEWPORT GROUP, INC.4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,464 | $75,388-70.2% | $123,553-81.8% | $55,725-59.7% |
| Participation rate | 35.3% | 75.7%-40.3pp | 82.3%-47.0pp | 70.9%-35.5pp |
| Annual return | -8.29% | 4.48%-12.8pp | 119.21%-127.5pp | 244.93%-253.2pp |
| Employer contribution / active EE | $1,158 | $3,063-62.2% | $4,628-75.0% | $2,078-44.3% |
| Participant deferral / active EE | $2,363 | $5,651-58.2% | $6,426-63.2% | $3,356-29.6% |
| Admin fee / account holder | $42 | $120-64.8% | $9,284-99.5% | $115-63.4% |