Filed February 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,505 |
Filed as: NORTHEAST PROFESSIONAL PLANNING Service code 49 · EIN 22-3349752 | Other Services | $7,923 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,896 | $55,002-18.4% | $59,899-25.0% | $56,289-20.2% |
| Participation rate | 88.2% | 75.9%+12.3pp | 74.7%+13.5pp | 69.9%+18.3pp |
| Annual return | 6.17% | 1.13%+5.0pp | 3.46%+2.7pp | -9.96%+16.1pp |
| Employer contribution / active EE | $2,441 | $2,448-0.3% | $2,723-10.4% | $2,111+15.6% |
| Participant deferral / active EE | $2,430 | $3,121-22.1% | $3,402-28.6% | $3,350-27.5% |
| Admin fee / account holder | $233 | $236-1.4% | $3,592-93.5% | $521-55.4% |