Filed February 15, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW ENGLAND PENSION PLAN SYSTEMS Service code 13 · EIN 05-0515232 | Contract Administrator | $33,285 |
SERGIO DECURTIS4 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $16,496 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $12,097 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $10,998 |
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 | $48,911 | $65,125-24.9% | $143,797-66.0% | $66,949-26.9% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -7.32% | -11.13%+3.8pp | -0.04%-7.3pp | 1.57%-8.9pp |
| Employer contribution / active EE | $1,676 | $2,362-29.1% | $4,952-66.2% | $2,545-34.2% |
| Participant deferral / active EE | $4,710 | $2,920+61.3% | $5,638-16.5% | $4,239+11.1% |
| Admin fee / account holder | $342 | $503-32.0% | $14,679-97.7% | $594-42.4% |