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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST FINANCIAL GROUP6 years Filed as: NORTHEAST FINANCIAL GROUP, NC. Service code 27 · EIN 23-2946836 | Advisory (Plan) | $46,707 |
PENSERV PLAN SERVICES, INC.6 years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $7,902 |
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.)
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 | $88,870 | $93,182-4.6% | $146,647-39.4% | $79,389+11.9% |
| Participation rate | 68.5% | 76.4%-7.9pp | 80.1%-11.6pp | 70.7%-2.2pp |
| Annual return | 15.39% | 21.61%-6.2pp | 22.75%-7.4pp | 116.89%-101.5pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,856 | $4,169-55.5% | $5,506-66.3% | $4,046-54.1% |
| Admin fee / account holder | $680 | $585+16.3% | $10,281-93.4% | $626+8.6% |