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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $22,576 |
SERGIO DECURTIS1+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $6,592 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,882 | $26,805+56.2% | $59,496-29.6% | $52,331-20.0% |
| Participation rate | 64.5% | 39.3%+25.2pp | 54.6%+10.0pp | 68.1%-3.6pp |
| Annual return | -3.44% | 2.61%-6.0pp | 182.05%-185.5pp | 4.54%-8.0pp |
| Employer contribution / active EE | $122 | $450-73.0% | $1,153-89.5% | $1,882-93.5% |
| Participant deferral / active EE | $1,238 | $916+35.1% | $1,829-32.3% | $3,022-59.0% |
| Admin fee / account holder | $334 | $305+9.5% | $2,232-85.1% | $592-43.6% |