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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST INVESTMENT MANAGEMENT,INC Service code 27 · EIN 04-2815899 | Advisory (Plan) | $60,536 |
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 | $54,101 | $44,714+21.0% | $91,225-40.7% | $66,938-19.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | 11.36% | -12.25%+23.6pp | 114.12%-102.8pp | 1.58%+9.8pp |
| Employer contribution / active EE | $2,469 | $1,710+44.4% | $2,851-13.4% | $2,545-3.0% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,233-100.0% | $4,238-100.0% |
| Admin fee / account holder | $350 | $521-32.9% | $5,422-93.5% | $594-41.0% |