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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST FINANCIAL GROUP, INC Service code 28 2813 ROUTE 611, P.O. BOX 531 · TANNERSVILLE, PA 18372 | Investment Management | $52,027 |
Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $13,731 |
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 | $107,080 | $101,591+5.4% | $147,096-27.2% | $74,429+43.9% |
| Participation rate | 89.1% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 13.57% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,694 | $3,813-29.3% | $4,936-45.4% | $2,625+2.6% |
| Participant deferral / active EE | $9,873 | $7,302+35.2% | $8,071+22.3% | $4,348+127.1% |
| Admin fee / account holder | $428 | $1,750-75.5% | $13,005-96.7% | $1,944-78.0% |