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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 (directed); Trustee (individu... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,003 | $50,815-15.4% | $155,509-72.3% | $77,643-44.6% |
| Participation rate | 45.1% | 63.1%-18.0pp | 78.2%-33.0pp | 70.6%-25.4pp |
| Annual return | 11.27% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,088 | $1,993-45.4% | $4,672-76.7% | $2,726-60.1% |
| Participant deferral / active EE | $1,963 | $2,822-30.4% | $5,626-65.1% | $4,647-57.8% |
| Admin fee / account holder | $364 | $437-16.7% | $15,912-97.7% | $430-15.5% |