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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT CAPITAL ADVISERS Service code 27 500 VICTORY RD #4 · QUINCY, MA 02171 | Advisory (Plan) | $126,912 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $1,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,272 | $80,177+13.8% | $123,894-26.3% | $57,658+58.3% |
| Participation rate | 74.7% | 74.4%+0.2pp | 81.4%-6.8pp | 70.2%+4.4pp |
| Annual return | 8.58% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,439 | $5,130+84.0% | $5,984+57.7% | $3,061+208.4% |
| Admin fee / account holder | $327 | $106+207.2% | $8,357-96.1% | $95+245.5% |