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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 99 · EIN 22-3349752 | Other Fees | $6,346 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,598 | $67,602+99.1% | $82,312+63.5% | $70,126+91.9% |
| Participation rate | 73.6% | 72.8%+0.8pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 11.41% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,071 | $1,755+18.0% | $2,428-14.7% | $2,343-11.6% |
| Participant deferral / active EE | $5,338 | $2,987+78.7% | $3,706+44.0% | $3,332+60.2% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |