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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 | $101,653+5.3% | $147,080-27.2% | $74,459+43.8% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 13.57% | 8754.98%-8741.4pp | 420.17%-406.6pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $2,694 | $3,813-29.3% | $4,933-45.4% | $2,626+2.6% |
| Participant deferral / active EE | $9,873 | $7,304+35.2% | $8,066+22.4% | $4,350+127.0% |
| Admin fee / account holder | $428 | $1,752-75.5% | $12,989-96.7% | $1,945-78.0% |