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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 | $102,204 |
SERGIO DECURTIS1+ years Service code 28 · EIN 05-0515232 | Investment Management | $34,643 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $34,643 |
BLUM SHAPIRO1+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 10 · EIN 06-1009205 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,505 | $46,360+213.9% | $147,617-1.4% | $52,331+178.0% |
| Participation rate | 98.5% | 64.9%+33.6pp | 84.6%+13.9pp | 68.1%+30.4pp |
| Annual return | -0.17% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $9,631 | $2,126+353.0% | $5,564+73.1% | $1,882+411.8% |
| Participant deferral / active EE | $7,108 | $2,258+214.9% | $4,895+45.2% | $3,022+135.2% |
| Admin fee / account holder | $759 | $766-0.9% | $11,612-93.5% | $592+28.2% |