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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $58,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,719 | $55,122-6.2% | $104,625-50.6% | $73,493-29.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 22.17% | 24.77%-2.6pp | 340.60%-318.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $879 | $1,464-40.0% | $2,681-67.2% | $2,270-61.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $324 | $423-23.4% | $6,465-95.0% | $513-36.9% |