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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $8,137 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 150 JOHN F. KENNEDY PARKWAY · SHORT HILLS, NJ 07078 | Advisory (Plan) | $6,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,032 | $39,286-69.4% | $80,741-85.1% | $79,393-84.8% |
| Participation rate | 66.4% | 41.0%+25.4pp | 54.2%+12.2pp | 70.7%-4.4pp |
| Annual return | 21.57% | 98.95%-77.4pp | 87.30%-65.7pp | 116.87%-95.3pp |
| Employer contribution / active EE | $459 | $594-22.6% | $1,160-60.4% | $2,428-81.1% |
| Participant deferral / active EE | $1,289 | $1,264+2.0% | $2,145-39.9% | $4,046-68.1% |
| Admin fee / account holder | $104 | $647-83.9% | $3,380-96.9% | $627-83.4% |