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| 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 | $31,187 |
SERGIO DECURTIS9+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $8,891 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,927 |
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.
Annual investment return 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 | $11,577 | $93,010-87.6% | $96,515-88.0% | $74,460-84.5% |
| Participation rate | 65.0% | 71.6%-6.5pp | 74.3%-9.3pp | 70.7%-5.7pp |
| Annual return | 10.92% | 37.50%-26.6pp | 35.73%-24.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $355 | $3,427-89.6% | $3,740-90.5% | $2,638-86.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $100 | $633-84.2% | $6,735-98.5% | $348-71.3% |