Filed February 15, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 15 · EIN 05-0515232 | Recordkeeping | $8,592 |
SERGIO DECURTIS1 year Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $6,444 |
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS Service code 13 · EIN 05-0515232 | Contract Administrator | $5,058 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $150 |
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 | $26,978 | $47,977-43.8% | $154,108-82.5% | $56,289-52.1% |
| Participation rate | 74.3% | 66.2%+8.1pp | 83.0%-8.7pp | 69.9%+4.5pp |
| Annual return | 24.54% | 3.54%+21.0pp | 735.21%-710.7pp | -9.96%+34.5pp |
| Employer contribution / active EE | $1,373 | $2,169-36.7% | $5,298-74.1% | $2,111-34.9% |
| Participant deferral / active EE | $3,107 | $2,392+29.9% | $5,081-38.8% | $3,350-7.2% |
| Admin fee / account holder | $130 | $438-70.3% | $13,411-99.0% | $521-75.1% |