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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP4 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $45,648 |
PENSERV PLAN SERVICES, INC.4 years Service code 15 PO BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $16,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,584 | $86,341+10.7% | $125,195-23.7% | $65,186+46.6% |
| Participation rate | 58.5% | 75.3%-16.8pp | 79.8%-21.2pp | 70.2%-11.7pp |
| Annual return | 21.42% | 27.44%-6.0pp | 43.79%-22.4pp | 29.39%-8.0pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,666 | $3,538-52.9% | $4,937-66.3% | $3,514-52.6% |
| Admin fee / account holder | $810 | $609+32.9% | $9,704-91.7% | $847-4.4% |