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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $16,171 |
ED DIAS1 year Service code 27 245 FIVE MILE RIVER RD · PUTNAM, CT 06260 | Advisory (Plan) | $7,812 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,075 | $55,449-65.6% | $83,831-77.2% | $56,289-66.1% |
| Participation rate | 80.2% | 68.0%+12.2pp | 76.1%+4.0pp | 69.9%+10.3pp |
| Annual return | -4.13% | -1.38%-2.7pp | 850.99%-855.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,647 | $2,430-32.2% | $3,631-54.7% | $2,111-22.0% |
| Participant deferral / active EE | $1,765 | $2,935-39.9% | $4,082-56.8% | $3,350-47.3% |
| Admin fee / account holder | $183 | $656-72.1% | $5,479-96.7% | $521-64.9% |