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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $27,141 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS,L Service code 15 · EIN 05-0515232 | Recordkeeping | $18,502 |
SERGIO DECURTIS3+ years Service code 28 · EIN 05-0515232 | Investment Management | $17,532 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $8,766 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,837 | $52,580+67.1% | $71,671+22.6% | $70,126+25.3% |
| Participation rate | 93.2% | 60.9%+32.3pp | 68.7%+24.5pp | 69.5%+23.7pp |
| Annual return | 11.30% | 20.25%-9.0pp | 20.65%-9.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,337 | $2,386+123.7% | $3,438+55.2% | $3,332+60.2% |
| Admin fee / account holder | $730 | $3,653-80.0% | $5,558-86.9% | $4,645-84.3% |