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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 99 · EIN 22-3349752 | Other Fees | $7,183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,771 | $62,583+75.4% | $76,767+43.0% | $64,173+71.1% |
| Participation rate | 76.1% | 72.8%+3.3pp | 77.0%-0.8pp | 69.6%+6.6pp |
| Annual return | -4.39% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $260 | $1,832-85.8% | $2,485-89.5% | $2,381-89.1% |
| Participant deferral / active EE | $5,282 | $3,145+68.0% | $3,852+37.1% | $3,470+52.2% |
| Admin fee / account holder | $28 | $4,667-99.4% | $6,675-99.6% | $4,887-99.4% |