Filed April 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS7+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $134,640 |
SERGIO DECURTIS7+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $90,099 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $81,908 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $49,145 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,061 | $56,511+36.4% | $185,837-58.5% | $86,813-11.2% |
| Participation rate | 96.1% | 65.5%+30.6pp | 81.7%+14.4pp | 72.3%+23.8pp |
| Annual return | 11.97% | 118.12%-106.1pp | 122.08%-110.1pp | 97.93%-86.0pp |
| Employer contribution / active EE | $2,914 | $1,844+58.0% | $5,168-43.6% | $2,406+21.1% |
| Participant deferral / active EE | $4,934 | $2,554+93.1% | $5,568-11.4% | $4,131+19.4% |
| Admin fee / account holder | $341 | $150+128.0% | $16,241-97.9% | $170+101.2% |