Filed April 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $137,343 |
SERGIO DECURTIS3+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $74,625 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $57,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,464 | $46,173+67.8% | $170,435-54.5% | $69,631+11.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 83.6%+12.4pp | 70.7%+25.3pp |
| Annual return | 11.13% | 21.62%-10.5pp | 205.94%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $2,740 | $1,610+70.2% | $5,432-49.6% | $2,032+34.9% |
| Participant deferral / active EE | $4,689 | $2,080+125.4% | $4,939-5.1% | $3,224+45.4% |
| Admin fee / account holder | $366 | $116+215.7% | $13,881-97.4% | $110+231.5% |