Filed April 2, 2026 (most recent of 4 filings on file)
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| 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 | $151,499 |
SERGIO DECURTIS4+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $74,711 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $57,470 |
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 | $70,932 | $37,196+90.7% | $154,108-54.0% | $55,725+27.3% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.2pp | 70.9%+25.4pp |
| Annual return | -2.57% | 1319.68%-1322.3pp | 735.21%-737.8pp | 244.93%-247.5pp |
| Employer contribution / active EE | $2,761 | $1,614+71.1% | $5,298-47.9% | $2,078+32.9% |
| Participant deferral / active EE | $4,811 | $2,068+132.6% | $5,081-5.3% | $3,356+43.4% |
| Admin fee / account holder | $352 | $102+246.8% | $13,411-97.4% | $115+205.9% |