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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 | $32,938 |
SERGIO DECURTIS6+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $12,700 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $6,350 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $2,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,548 | $78,428+38.4% | $95,960+13.1% | $79,852+35.9% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 8.56% | 19.37%-10.8pp | 91.63%-83.1pp | 31.72%-23.2pp |
| Employer contribution / active EE | $117 | $1,945-94.0% | $2,541-95.4% | $2,471-95.3% |
| Participant deferral / active EE | $4,202 | $3,440+22.2% | $4,167+0.8% | $3,740+12.3% |
| Admin fee / account holder | $713 | $5,622-87.3% | $6,797-89.5% | $5,306-86.6% |