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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $51,411 |
SERGIO DECURTIS9+ years Service code 28 · EIN 05-0515232 | Investment Management | $24,919 |
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $19,935 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $13,290 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $11,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $95,790 | $51,083+87.5% | $70,548+35.8% | $71,495+34.0% |
| Participation rate | 86.4% | 59.4%+27.0pp | 68.3%+18.1pp | 67.9%+18.5pp |
| Annual return | 11.29% | 42.64%-31.3pp | 32.78%-21.5pp | 28.85%-17.6pp |
| Employer contribution / active EE | $723 | $1,791-59.6% | $2,975-75.7% | $2,589-72.1% |
| Participant deferral / active EE | $5,780 | $3,028+90.9% | $4,567+26.6% | $4,291+34.7% |
| Admin fee / account holder | $701 | $1,995-64.9% | $6,424-89.1% | $1,588-55.9% |