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| Provider | Service type | Compensation |
|---|---|---|
GERRY MILETICS5 years Service code 26 · EIN 20-6542725 | Advisory (Participants) | $25,818 |
NORTHEAST FINANCIAL GROUP4 years Service code 26 2813 ROUTE 611, P.O. BOX 531 · TANNERSVILLE, PA 18372 | Advisory (Participants) | $8,793 |
Filed as: PENSERV Service code 15 P.O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $6,123 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,935 | $91,710-69.5% | $67,560-58.7% | $77,762-64.1% |
| Participation rate | 38.7% | 76.0%-37.3pp | 72.9%-34.2pp | 70.6%-31.9pp |
| Annual return | 12.08% | 14.88%-2.8pp | 3533.50%-3521.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $942 | $3,187-70.4% | $2,737-65.6% | $2,728-65.5% |
| Participant deferral / active EE | $996 | $3,911-74.5% | $4,004-75.1% | $4,651-78.6% |
| Admin fee / account holder | $154 | $245-37.2% | $3,994-96.2% | $433-64.5% |