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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $7,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,411 | $58,726-65.2% | $92,239-77.9% | $62,293-67.2% |
| Participation rate | 35.7% | 68.3%-32.7pp | 76.5%-40.8pp | 69.5%-33.8pp |
| Annual return | 48.36% | 43.62%+4.7pp | 176.29%-127.9pp | 28.90%+19.5pp |
| Employer contribution / active EE | $715 | $2,392-70.1% | $3,680-80.6% | $2,042-65.0% |
| Participant deferral / active EE | $955 | $2,766-65.5% | $3,897-75.5% | $3,169-69.9% |
| Admin fee / account holder | $140 | $556-74.8% | $5,194-97.3% | $479-70.7% |