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 CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $143,259 |
SERGIO DECURTIS8+ years Service code 28 · EIN 05-0515232 | Investment Management | $113,562 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $52,996 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $37,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,035 | $64,176+342.6% | $112,249+153.0% | $66,938+324.3% |
| Participation rate | 93.0% | 68.4%+24.6pp | 75.1%+17.9pp | 69.8%+23.2pp |
| Annual return | -10.00% | -13.80%+3.8pp | 27.48%-37.5pp | 1.58%-11.6pp |
| Employer contribution / active EE | $8,925 | $3,007+196.8% | $3,636+145.5% | $2,545+250.7% |
| Participant deferral / active EE | $14,497 | $3,694+292.5% | $4,729+206.5% | $4,238+242.0% |
| Admin fee / account holder | $1,305 | $626+108.5% | $6,412-79.6% | $594+119.9% |