Filed April 2, 2026 (most recent of 4 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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $99,115 |
SERGIO DECURTIS9+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $73,723 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $67,021 |
Filed as: NEW ENGLAND INVESTMENT CONSULTANTS, Service code 27 · EIN 20-5493811 | Advisory (Plan) | $40,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,631 | $47,163+54.0% | $149,696-51.5% | $74,460-2.5% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.6pp | 70.7%+22.7pp |
| Annual return | 10.63% | 22.75%-12.1pp | 134.46%-123.8pp | 34.38%-23.7pp |
| Employer contribution / active EE | $3,404 | $1,907+78.5% | $4,821-29.4% | $2,638+29.0% |
| Participant deferral / active EE | $5,349 | $2,730+95.9% | $5,682-5.9% | $4,530+18.1% |
| Admin fee / account holder | $234 | $343-31.8% | $13,212-98.2% | $348-32.8% |