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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $116,850 |
SERGIO DECURTIS5+ years Service code 28 · EIN 05-0515232 | Investment Management | $76,332 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $50,888 |
BLUM SHAPIRO5+ years Filed as: BLUM, SHAPIRO & COMPANY, PC Service code 10 · EIN 06-1009205 | Accounting | $8,000 |
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 | $190,734 | $52,961+260.1% | $172,755+10.4% | $65,185+192.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 15.89% | 30.12%-14.2pp | 802.94%-787.1pp | 29.38%-13.5pp |
| Employer contribution / active EE | $10,519 | $2,190+380.3% | $5,144+104.5% | $2,177+383.2% |
| Participant deferral / active EE | $8,028 | $2,471+224.9% | $5,198+54.4% | $3,514+128.5% |
| Admin fee / account holder | $925 | $472+96.0% | $13,955-93.4% | $847+9.2% |