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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT CAPITAL ADVISERS Service code 27 500 VICTORY RD #4 · QUINCY, MA 02171 | Advisory (Plan) | $115,879 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,560 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,129 | $88,324-4.7% | $115,037-26.9% | $55,191+52.4% |
| Participation rate | 74.0% | 72.5%+1.4pp | 81.4%-7.4pp | 69.2%+4.8pp |
| Annual return | 1.02% | 6.30%-5.3pp | 26.14%-25.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $9,344 | $5,042+85.3% | $6,026+55.0% | $3,046+206.7% |
| Admin fee / account holder | $314 | $105+197.7% | $8,175-96.2% | $91+245.6% |