Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $27,326 |
SERGIO DECURTIS4+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $7,750 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST Service code 19 · EIN 84-0519832 | Securities Custodian | $5,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,756 | $28,109+87.7% | $71,089-25.8% | $56,289-6.3% |
| Participation rate | 60.0% | 40.4%+19.6pp | 54.6%+5.4pp | 69.9%-9.9pp |
| Annual return | -5.33% | -615.05%+609.7pp | 650.65%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $170 | $558-69.5% | $1,088-84.4% | $2,111-92.0% |
| Participant deferral / active EE | $1,684 | $1,116+50.9% | $1,873-10.1% | $3,350-49.7% |
| Admin fee / account holder | $425 | $585-27.2% | $3,082-86.2% | $521-18.3% |