Filed April 28, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP6+ years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $56,953 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $37,020 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $3,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,301 | $79,519-11.6% | $95,960-26.7% | $73,412-4.2% |
| Participation rate | 78.0% | 81.2%-3.2pp | 77.1%+0.9pp | 72.2%+5.8pp |
| Annual return | 11.86% | 19.20%-7.3pp | 91.63%-79.8pp | 59.30%-47.4pp |
| Employer contribution / active EE | $584 | $2,048-71.5% | $2,541-77.0% | $2,234-73.8% |
| Participant deferral / active EE | $3,968 | $4,138-4.1% | $4,167-4.8% | $3,806+4.3% |
| Admin fee / account holder | $279 | $184+51.3% | $6,797-95.9% | $158+76.6% |