Filed April 2, 2026 (most recent of 4 filings on file)
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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 | $123,958 |
SERGIO DECURTIS2+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $64,912 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $49,932 |
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 | $66,834 | $36,916+81.0% | $156,551-57.3% | $57,658+15.9% |
| Participation rate | 97.2% | 63.4%+33.8pp | 84.0%+13.2pp | 70.2%+27.0pp |
| Annual return | 12.63% | 12.38%+0.2pp | 32.23%-19.6pp | 5.13%+7.5pp |
| Employer contribution / active EE | $2,693 | $1,571+71.5% | $5,501-51.0% | $1,974+36.4% |
| Participant deferral / active EE | $4,868 | $1,926+152.8% | $4,871-0.1% | $3,061+59.1% |
| Admin fee / account holder | $320 | $82+287.5% | $13,028-97.5% | $95+238.1% |