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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 | $21,929 |
Service code 10 · EIN 81-0731797 | Accounting | $7,500 |
SERGIO DECURTIS2+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $6,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,586 | $57,921-83.4% | $84,753-88.7% | $57,658-83.4% |
| Participation rate | 49.5% | 72.9%-23.5pp | 76.6%-27.1pp | 70.2%-20.8pp |
| Annual return | 8.56% | 10.24%-1.7pp | 22.78%-14.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $600 | $2,598-76.9% | $3,574-83.2% | $1,974-69.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $102 | $130-21.0% | $5,333-98.1% | $95+8.4% |