Filed April 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS5+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $163,104 |
SERGIO DECURTIS5+ years Filed as: SERGIO A DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $73,854 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 84-0519832 | Securities Custodian | $67,140 |
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 | $74,403 | $62,928+18.2% | $172,752-56.9% | $67,579+10.1% |
| Participation rate | 97.3% | 64.5%+32.9pp | 82.6%+14.7pp | 71.3%+26.1pp |
| Annual return | 15.08% | 30.36%-15.3pp | 802.97%-787.9pp | 378.56%-363.5pp |
| Employer contribution / active EE | $2,884 | $1,636+76.3% | $5,144-43.9% | $2,148+34.3% |
| Participant deferral / active EE | $4,956 | $2,145+131.1% | $5,198-4.7% | $3,539+40.0% |
| Admin fee / account holder | $339 | $167+103.3% | $13,955-97.6% | $142+138.1% |