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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $101,024 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $36,946 |
SERGIO DECURTIS2+ years Service code 28 · EIN 05-0515232 | Investment Management | $36,944 |
BLUM SHAPIRO2+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 10 · EIN 06-1009205 | Accounting | $9,500 |
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 | $155,442 | $46,732+232.6% | $156,551-0.7% | $55,167+181.8% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.1pp | 69.0%+28.1pp |
| Annual return | 8.47% | 17.72%-9.2pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $9,415 | $2,105+347.2% | $5,501+71.1% | $1,963+379.7% |
| Participant deferral / active EE | $7,085 | $2,204+221.4% | $4,871+45.5% | $3,054+132.0% |
| Admin fee / account holder | $782 | $418+86.8% | $13,028-94.0% | $504+55.1% |