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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $27,637 |
JMR & COMPANY, LLC2 years Service code 10 · EIN 82-4997518 | Accounting | $8,100 |
SERGIO DECURTIS5+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,383 | $66,601-76.9% | $92,909-83.4% | $67,579-77.2% |
| Participation rate | 58.0% | 72.5%-14.5pp | 76.0%-18.0pp | 71.3%-13.3pp |
| Annual return | 17.64% | 92.58%-74.9pp | 109.44%-91.8pp | 378.56%-360.9pp |
| Employer contribution / active EE | $536 | $2,775-80.7% | $3,653-85.3% | $2,148-75.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $155 | $199-22.2% | $5,795-97.3% | $142+8.7% |