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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $32,199 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 600 108TH AVENUE NE, · BELLEVUE, WA 98004 | Advisory (Plan) | $31,870 |
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.)
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 | $179,092 | $104,497+71.4% | $159,487+12.3% | $79,389+125.6% |
| Participation rate | 60.1% | 76.6%-16.5pp | 82.8%-22.7pp | 70.7%-10.6pp |
| Annual return | 14.94% | 67.98%-53.0pp | 263.71%-248.8pp | 116.89%-102.0pp |
| Employer contribution / active EE | $3,098 | $3,418-9.4% | $4,831-35.9% | $2,428+27.6% |
| Participant deferral / active EE | $5,910 | $6,468-8.6% | $7,354-19.6% | $4,046+46.1% |
| Admin fee / account holder | $634 | $711-10.8% | $10,804-94.1% | $626+1.3% |