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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 13 · EIN 03-0271340 P.O. BOX 905 · WILLISTON, VT 054950905 | Contract Administrator | $20,818 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,960 |
Filed as: PLAN INTEGRITY PARTNERS, LLC. Service code 10 · EIN 88-4096467 | Accounting | $14,475 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $11,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,655 | $58,969-0.5% | $129,406-54.7% | $77,762-24.6% |
| Participation rate | 9.1% | 59.5%-50.3pp | 69.6%-60.5pp | 70.6%-61.5pp |
| Annual return | 11.00% | 24.78%-13.8pp | 9468.18%-9457.2pp | 31.27%-20.3pp |
| Employer contribution / active EE | $411 | $1,959-79.0% | $4,155-90.1% | $2,728-84.9% |
| Participant deferral / active EE | $504 | $3,224-84.4% | $4,167-87.9% | $4,651-89.2% |
| Admin fee / account holder | $438 | $593-26.1% | $7,689-94.3% | $433+1.2% |