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| Provider | Service type | Compensation |
|---|---|---|
SERGIO DECURTIS4 years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $9,059 |
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 15 · EIN 05-0515232 | Recordkeeping | $7,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,540 | $41,150-6.3% | $80,627-52.2% | $71,511-46.1% |
| Participation rate | 54.9% | 50.3%+4.6pp | 67.0%-12.1pp | 67.9%-13.0pp |
| Annual return | 14.99% | 38.48%-23.5pp | 936.76%-921.8pp | 28.86%-13.9pp |
| Employer contribution / active EE | $1,909 | $1,515+26.0% | $2,723-29.9% | $2,589-26.3% |
| Participant deferral / active EE | $3,340 | $2,701+23.6% | $4,443-24.8% | $4,291-22.2% |
| Admin fee / account holder | $196 | $1,841-89.3% | $5,381-96.4% | $1,588-87.6% |