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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,440 |
NORTHEAST FINANCIAL GROUP2 years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $18,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,931 | $64,176-30.0% | $112,249-60.0% | $66,938-32.9% |
| Participation rate | 64.4% | 68.4%-4.1pp | 75.1%-10.7pp | 69.8%-5.4pp |
| Annual return | -18.54% | -13.80%-4.7pp | 27.48%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,485 | $3,007-50.6% | $3,636-59.2% | $2,545-41.7% |
| Participant deferral / active EE | $3,321 | $3,694-10.1% | $4,729-29.8% | $4,238-21.6% |
| Admin fee / account holder | $396 | $626-36.6% | $6,412-93.8% | $594-33.2% |