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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 | $30,064 |
JARDIM & MAROTTA, LLC2 years Service code 10 · EIN 47-5415574 | Accounting | $10,500 |
SERGIO DECURTIS8+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $8,105 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,032 | $106,236-88.7% | $112,249-89.3% | $64,819-81.4% |
| Participation rate | 64.7% | 71.7%-6.9pp | 75.1%-10.3pp | 71.5%-6.7pp |
| Annual return | -11.99% | -6.02%-6.0pp | 27.48%-39.5pp | 32.84%-44.8pp |
| Employer contribution / active EE | $229 | $3,166-92.8% | $3,636-93.7% | $2,507-90.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $151 | $452-66.5% | $6,412-97.6% | $188-19.5% |