Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADIVSORY SERVICES, LLC Service code 26 1405 DAVIS AVENUE · ENDWELL, NY 13760 | Advisory (Participants) | $27,403 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,793 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,556 | $93,182+3.6% | $146,647-34.2% | $79,389+21.6% |
| Participation rate | 55.2% | 76.4%-21.3pp | 80.1%-24.9pp | 70.7%-15.5pp |
| Annual return | 13.49% | 21.61%-8.1pp | 22.75%-9.3pp | 116.89%-103.4pp |
| Employer contribution / active EE | $1,114 | $2,420-54.0% | $4,137-73.1% | $2,428-54.1% |
| Participant deferral / active EE | $3,199 | $4,169-23.3% | $5,506-41.9% | $4,046-20.9% |
| Admin fee / account holder | $407 | $585-30.4% | $10,281-96.0% | $626-35.0% |