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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING Service code 99 · EIN 11-1000111 | Other Fees | $8,300 |
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 | $140,509 | $73,638+90.8% | $95,964+46.4% | $73,497+91.2% |
| Participation rate | 73.0% | 76.2%-3.2pp | 77.1%-4.1pp | 70.7%+2.3pp |
| Annual return | 11.71% | 16.78%-5.1pp | 91.64%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,460 | $1,863-21.6% | $2,541-42.6% | $2,270-35.7% |
| Participant deferral / active EE | $6,330 | $3,617+75.0% | $4,167+51.9% | $3,740+69.3% |
| Admin fee / account holder | $18 | $482-96.2% | $6,797-99.7% | $513-96.4% |