Filed September 28, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $149,177 |
SERGIO DECURTIS6+ years Service code 28 · EIN 05-0515232 | Investment Management | $114,344 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $40,020 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $13,340 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,234 | $69,362+312.7% | $101,248+182.7% | $73,488+289.5% |
| Participation rate | 93.1% | 68.4%+24.7pp | 75.8%+17.3pp | 70.7%+22.4pp |
| Annual return | 8.52% | 18.46%-9.9pp | 46.47%-38.0pp | 28.51%-20.0pp |
| Employer contribution / active EE | $8,059 | $2,628+206.6% | $3,660+120.2% | $2,270+255.0% |
| Participant deferral / active EE | $13,229 | $3,300+300.9% | $4,370+202.7% | $3,740+253.7% |
| Admin fee / account holder | $1,192 | $704+69.4% | $5,945-80.0% | $513+132.3% |