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 | $27,903 |
SERGIO DECURTIS5 years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $22,112 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $16,216 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $14,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,361 | $61,391-8.2% | $149,723-62.4% | $71,529-21.2% |
| Participation rate | 69.5% | 62.5%+7.0pp | 78.8%-9.3pp | 67.9%+1.6pp |
| Annual return | 22.85% | 35.88%-13.0pp | 134.50%-111.6pp | 28.97%-6.1pp |
| Employer contribution / active EE | $1,614 | $2,384-32.3% | $4,821-66.5% | $2,590-37.7% |
| Participant deferral / active EE | $4,810 | $2,921+64.7% | $5,682-15.4% | $4,291+12.1% |
| Admin fee / account holder | $325 | $1,264-74.3% | $13,215-97.5% | $1,588-79.6% |