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 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 | $73,978+66.5% | $96,515+27.6% | $75,173+63.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.55% | 26.72%-19.2pp | 35.73%-28.2pp | 160.72%-153.2pp |
| Employer contribution / active EE | $4,568 | $2,931+55.9% | $3,740+22.2% | $2,671+71.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,105 | $5,219-21.3% | $6,735-39.0% | $5,651-27.3% |