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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $22,646 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $22,463 |
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $22,161 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $17,970 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $10,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,308 | $63,471+37.6% | $68,808+26.9% | $66,938+30.4% |
| Participation rate | 75.8% | 60.0%+15.8pp | 69.0%+6.7pp | 69.8%+5.9pp |
| Annual return | 29.03% | -8.29%+37.3pp | -6.37%+35.4pp | 1.58%+27.4pp |
| Employer contribution / active EE | $717 | $1,776-59.6% | $2,656-73.0% | $2,545-71.8% |
| Participant deferral / active EE | $5,750 | $2,946+95.2% | $3,942+45.9% | $4,238+35.7% |
| Admin fee / account holder | $572 | $578-1.0% | $4,936-88.4% | $594-3.6% |