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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $23,250 |
SERGIO DECURTIS2+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,185 |
Service code 10 · EIN 05-0478338 | Accounting | $6,300 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,019 | $25,723+86.7% | $69,182-30.6% | $55,167-13.0% |
| Participation rate | 54.3% | 39.4%+14.9pp | 55.1%-0.8pp | 69.0%-14.7pp |
| Annual return | 7.49% | 9.56%-2.1pp | -21.93%+29.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $126 | $480-73.9% | $1,206-89.6% | $1,963-93.6% |
| Participant deferral / active EE | $1,307 | $963+35.7% | $1,897-31.1% | $3,054-57.2% |
| Admin fee / account holder | $425 | $365+16.5% | $2,697-84.2% | $504-15.7% |