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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 | $96,165 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $87,839 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $46,847 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $40,991 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,488 | $65,083+228.0% | $143,788+48.5% | $66,930+219.0% |
| Participation rate | 85.2% | 65.2%+20.0pp | 80.3%+4.9pp | 69.8%+15.4pp |
| Annual return | -9.92% | -11.13%+1.2pp | -0.03%-9.9pp | 1.57%-11.5pp |
| Employer contribution / active EE | $9,453 | $2,361+300.3% | $4,952+90.9% | $2,545+271.4% |
| Participant deferral / active EE | $7,332 | $2,920+151.1% | $5,638+30.1% | $4,238+73.0% |
| Admin fee / account holder | $1,041 | $502+107.2% | $14,675-92.9% | $593+75.4% |