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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 99 · EIN 23-2946836 | Other Fees | $12,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,854 | $66,302-62.5% | $110,243-77.5% | $56,287-55.8% |
| Participation rate | 56.2% | 74.9%-18.7pp | 79.8%-23.7pp | 69.9%-13.7pp |
| Annual return | 3.84% | -1.18%+5.0pp | 314.76%-310.9pp | -9.96%+13.8pp |
| Employer contribution / active EE | $1,047 | $2,047-48.9% | $3,827-72.6% | $2,111-50.4% |
| Participant deferral / active EE | $2,710 | $3,381-19.9% | $4,672-42.0% | $3,350-19.1% |
| Admin fee / account holder | $135 | $698-80.7% | $8,548-98.4% | $521-74.2% |