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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST RETIREMENT SERVICES Service code 13 · EIN 04-2686260 | Contract Administrator | $20,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,477 | $37,117+57.5% | $147,617-60.4% | $55,191+6.0% |
| Participation rate | 47.4% | 63.6%-16.3pp | 84.6%-37.3pp | 69.2%-21.8pp |
| Annual return | 0.50% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $728 | $1,620-55.1% | $5,565-86.9% | $1,899-61.7% |
| Participant deferral / active EE | $1,127 | $1,985-43.2% | $4,895-77.0% | $3,046-63.0% |
| Admin fee / account holder | $97 | $86+12.9% | $11,611-99.2% | $91+6.4% |