Filed April 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $140,635 |
SERGIO DECURTIS8+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $86,663 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $78,784 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $47,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,747 | $46,332+41.9% | $143,799-54.3% | $64,819+1.4% |
| Participation rate | 96.4% | 64.2%+32.2pp | 80.3%+16.1pp | 71.5%+24.9pp |
| Annual return | -7.00% | -10.05%+3.1pp | -0.04%-7.0pp | 32.84%-39.8pp |
| Employer contribution / active EE | $3,084 | $1,911+61.4% | $4,952-37.7% | $2,507+23.0% |
| Participant deferral / active EE | $5,104 | $2,647+92.8% | $5,638-9.5% | $4,311+18.4% |
| Admin fee / account holder | $299 | $154+94.6% | $14,677-98.0% | $188+59.4% |