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| Provider | Service type | Compensation |
|---|---|---|
BOUCHEY FINANCIAL GROUP1 year Filed as: BOUCHEY FINANCIAL GROUP LTD Service code 99 | Other Fees | $52,426 |
BOUCHEY FINANCIAL GROUP1 year Filed as: BOUCHY FINANCIAL GROUP LTD Service code 99 · EIN 14-1784864 | Other Fees | $0 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRP Service code 49 · EIN 71-0294708 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,894 | $110,257-53.8% | $96,544-47.3% | $139,434-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.88% | 26.32%-2.4pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $93,231 | $3,620+2475.7% | $2,965+3044.5% | $4,751+1862.4% |
| Participant deferral / active EE | $192,576 | $5,548+3371.2% | $4,851+3869.9% | $6,710+2769.9% |
| Admin fee / account holder | $22 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |