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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP4 years Service code 99 · EIN 23-2946836 | Other Fees | $23,390 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 | Accounting | $10,000 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 | Legal | $7,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,152 | $73,933+66.6% | $96,683+27.4% | $75,163+63.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.55% | 26.70%-19.2pp | 35.69%-28.1pp | 160.62%-153.1pp |
| Employer contribution / active EE | $4,568 | $2,928+56.0% | $3,737+22.2% | $2,670+71.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,105 | $5,216-21.3% | $6,730-39.0% | $5,651-27.3% |