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 |
|---|---|---|
NORTHEAST ADVISORS, INC.3 years Filed as: NORTHEAST ADVISERS, INC. Service code 26 · EIN 23-3044281 | Advisory (Participants) | $17,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,444 | $102,065-39.8% | $453,569-86.5% | $85,856-28.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | 11.96% | 25.44%-13.5pp | 64.43%-52.5pp | 318.58%-306.6pp |
| Employer contribution / active EE | $919 | $2,852-67.8% | $4,072-77.4% | $2,565-64.2% |
| Participant deferral / active EE | $1,903 | $4,789-60.3% | $6,211-69.4% | $3,952-51.9% |
| Admin fee / account holder | $429 | $5,717-92.5% | $11,214-96.2% | $6,261-93.1% |