Filed April 2, 2026 (most recent of 4 filings on file)
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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 | $140,526 |
SERGIO DECURTIS1+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $63,548 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $42,366 |
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 | $64,439 | $37,117+73.6% | $147,617-56.3% | $55,191+16.8% |
| Participation rate | 94.0% | 63.6%+30.4pp | 84.6%+9.3pp | 69.2%+24.8pp |
| Annual return | 3.38% | 3.44%-0.1pp | 61.98%-58.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $2,772 | $1,620+71.0% | $5,564-50.2% | $1,899+46.0% |
| Participant deferral / active EE | $5,090 | $1,985+156.4% | $4,895+4.0% | $3,046+67.1% |
| Admin fee / account holder | $375 | $86+338.8% | $11,612-96.8% | $91+313.6% |