Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $24,344 |
SERGIO DECURTIS3+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,978 |
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).
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 | $57,241 | $31,388+82.4% | $73,550-22.2% | $62,293-8.1% |
| Participation rate | 59.6% | 39.9%+19.8pp | 54.9%+4.7pp | 69.5%-9.9pp |
| Annual return | 9.65% | 25.34%-15.7pp | -15.16%+24.8pp | 28.90%-19.2pp |
| Employer contribution / active EE | $152 | $498-69.5% | $1,219-87.5% | $2,042-92.6% |
| Participant deferral / active EE | $1,449 | $1,028+40.9% | $1,804-19.7% | $3,169-54.3% |
| Admin fee / account holder | $424 | $299+41.7% | $2,320-81.7% | $479-11.5% |