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 Service code 13 · EIN 05-0515232 | Contract Administrator | $29,376 |
SERGIO DECURTIS2 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $11,315 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $9,052 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $6,286 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $1,257 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,803 | $58,895-40.9% | $178,503-80.5% | $73,497-52.6% |
| Participation rate | 78.7% | 66.2%+12.5pp | 81.9%-3.2pp | 70.7%+8.0pp |
| Annual return | -0.61% | 24.86%-25.5pp | 151.12%-151.7pp | 28.51%-29.1pp |
| Employer contribution / active EE | $1,627 | $2,236-27.2% | $5,011-67.5% | $2,270-28.3% |
| Participant deferral / active EE | $3,887 | $2,567+51.4% | $5,202-25.3% | $3,740+3.9% |
| Admin fee / account holder | $267 | $400-33.3% | $13,987-98.1% | $513-47.9% |