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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $22,385 |
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $20,773 |
SERGIO DECURTIS1+ years Service code 28 · EIN 05-0515232 | Investment Management | $15,234 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $6,924 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,851 | $44,850+69.1% | $60,547+25.3% | $59,633+27.2% |
| Participation rate | 90.5% | 59.5%+31.0pp | 68.0%+22.5pp | 68.7%+21.8pp |
| Annual return | -3.46% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,193 | $2,230+88.1% | $3,328+26.0% | $3,192+31.4% |
| Admin fee / account holder | $674 | $3,635-81.5% | $4,536-85.1% | $4,297-84.3% |