Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 15 · EIN 05-0515232 | Recordkeeping | $8,486 |
SERGIO DECURTIS1 year Filed as: SERGIO A DECURTIS Service code 18 · EIN 05-0515232 | Custodial (other than securities) | $5,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,075 | $43,133-21.0% | $89,435-61.9% | $73,497-53.6% |
| Participation rate | 58.9% | 55.0%+4.0pp | 68.0%-9.1pp | 70.7%-11.8pp |
| Annual return | 21.57% | 135.66%-114.1pp | 245.55%-224.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $1,723 | $1,438+19.8% | $2,587-33.4% | $2,270-24.1% |
| Participant deferral / active EE | $3,045 | $2,445+24.6% | $3,890-21.7% | $3,740-18.6% |
| Admin fee / account holder | $212 | $444-52.1% | $4,884-95.7% | $513-58.6% |