Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 99 · EIN 22-3349752 | Other Fees | $5,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,444 | $65,376+101.1% | $87,104+50.9% | $65,185+101.6% |
| Participation rate | 66.0% | 75.3%-9.3pp | 76.9%-10.9pp | 70.2%-4.2pp |
| Annual return | 14.91% | 31.27%-16.4pp | 28.19%-13.3pp | 29.38%-14.5pp |
| Employer contribution / active EE | $1,470 | $1,822-19.3% | $2,521-41.7% | $2,177-32.5% |
| Participant deferral / active EE | $5,202 | $3,388+53.5% | $4,048+28.5% | $3,514+48.0% |
| Admin fee / account holder | $42 | $520-92.0% | $7,491-99.4% | $847-95.1% |