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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $66,452 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $50,863 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $8,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,003 | $50,919-15.5% | $155,556-72.4% | $77,762-44.7% |
| Participation rate | 45.1% | 63.1%-18.0pp | 78.2%-33.1pp | 70.6%-25.5pp |
| Annual return | 11.27% | 34.84%-23.6pp | 64.84%-53.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $1,088 | $1,991-45.4% | $4,675-76.7% | $2,728-60.1% |
| Participant deferral / active EE | $1,963 | $2,824-30.5% | $5,631-65.1% | $4,651-57.8% |
| Admin fee / account holder | $364 | $437-16.7% | $15,885-97.7% | $433-16.0% |