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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $116,554 |
SERGIO DECURTIS4+ years Service code 28 · EIN 05-0515232 | Investment Management | $65,824 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $43,883 |
BLUM SHAPIRO4+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 10 · EIN 06-1009205 | Accounting | $9,750 |
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 | $165,889 | $47,977+245.8% | $154,111+7.6% | $56,287+194.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 83.0%+13.4pp | 69.9%+26.5pp |
| Annual return | -0.89% | 3.54%-4.4pp | 735.18%-736.1pp | -9.96%+9.1pp |
| Employer contribution / active EE | $9,843 | $2,169+353.9% | $5,298+85.8% | $2,111+366.3% |
| Participant deferral / active EE | $7,900 | $2,392+230.3% | $5,081+55.5% | $3,350+135.8% |
| Admin fee / account holder | $865 | $438+97.4% | $13,411-93.5% | $521+66.1% |