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 | $21,774 |
SERGIO DECURTIS3 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $16,217 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $11,892 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $10,811 |
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 | $48,620 | $61,172-20.5% | $185,851-73.8% | $79,389-38.8% |
| Participation rate | 74.3% | 66.6%+7.6pp | 81.7%-7.5pp | 70.7%+3.5pp |
| Annual return | 33.53% | 19.45%+14.1pp | 122.11%-88.6pp | 116.89%-83.4pp |
| Employer contribution / active EE | $1,587 | $2,321-31.6% | $5,168-69.3% | $2,428-34.7% |
| Participant deferral / active EE | $3,793 | $2,788+36.0% | $5,569-31.9% | $4,046-6.3% |
| Admin fee / account holder | $271 | $710-61.9% | $16,245-98.3% | $626-56.8% |