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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $51,845 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,646 | $45,825-20.0% | $90,657-59.6% | $56,287-34.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | 23.04% | 38.64%-15.6pp | 1.89%+21.2pp | -9.96%+33.0pp |
| Employer contribution / active EE | $679 | $1,372-50.5% | $2,532-73.2% | $2,111-67.8% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,424-100.0% | $3,350-100.0% |
| Admin fee / account holder | $234 | $413-43.4% | $4,994-95.3% | $521-55.2% |