Filed April 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $154,295 |
SERGIO DECURTIS6+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $80,789 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $55,084 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $18,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,946 | $52,293+47.1% | $178,503-56.9% | $73,412+4.8% |
| Participation rate | 94.0% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.9pp |
| Annual return | 6.93% | 34.75%-27.8pp | 151.12%-144.2pp | 59.30%-52.4pp |
| Employer contribution / active EE | $2,941 | $1,736+69.4% | $5,011-41.3% | $2,234+31.7% |
| Participant deferral / active EE | $5,028 | $2,333+115.5% | $5,202-3.4% | $3,806+32.1% |
| Admin fee / account holder | $330 | $127+158.8% | $13,987-97.6% | $158+108.8% |