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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT CAPITAL ADVISERS Service code 27 500 VICTORY RD #4 · QUINCY, MA 02171 | Advisory (Plan) | $152,937 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $7,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,410 | $155,795-30.4% | $136,298-20.5% | $69,631+55.7% |
| Participation rate | 70.3% | 75.2%-4.9pp | 81.9%-11.6pp | 70.7%-0.3pp |
| Annual return | 20.68% | 232464.33%-232443.7pp | 5156.27%-5135.6pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,447 | $5,394+75.1% | $6,247+51.2% | $3,224+193.0% |
| Admin fee / account holder | $383 | $128+198.9% | $9,244-95.9% | $110+247.1% |