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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT CAPITAL ADVISERS Service code 27 500 VICTORY RD #4 · QUINCY, MA 02171 | Advisory (Plan) | $128,441 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $78,753 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $47,303 |
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 | $149,289 | $100,801+48.1% | $149,715-0.3% | $73,412+103.4% |
| Participation rate | 79.3% | 77.7%+1.7pp | 82.5%-3.1pp | 72.2%+7.2pp |
| Annual return | 21.95% | 265.34%-243.4pp | 276.66%-254.7pp | 59.30%-37.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $13,013 | $6,404+103.2% | $6,842+90.2% | $3,806+241.9% |
| Admin fee / account holder | $383 | $181+111.8% | $9,310-95.9% | $158+142.5% |