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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP5 years Service code 99 · EIN 23-2946836 | Other Fees | $29,857 |
ALAN ROSS & COMPANY, PC2 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $10,000 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 | Legal | $5,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,184 | $81,476+72.1% | $102,383+36.9% | $80,925+73.2% |
| Participation rate | 98.3% | 66.8%+31.4pp | 74.5%+23.8pp | 67.7%+30.6pp |
| Annual return | 13.26% | 25.59%-12.3pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,025 | $3,105+61.8% | $3,870+29.8% | $2,756+82.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,070 | $6,717-69.2% | $8,391-75.3% | $6,940-70.2% |