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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC. Service code 26 · EIN 47-1566880 P.O. BOX 2343 · SO. BURLINGTON, VT 054072343 | Advisory (Participants) | $28,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,417 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 13 · EIN 03-0271340 600 BLAIR PARK SUITE 331PO BOX 905 · WILLISTON, VT 054950905 | Contract Administrator | $15,223 |
MANZI & ASSOCIATES, LLC4 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $14,226 |
KRAKOW & SOURIS5 years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,903 | $90,170+18.6% | $150,734-29.1% | $69,733+53.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 13.03% | 16.56%-3.5pp | 600.81%-587.8pp | 15.22%-2.2pp |
| Employer contribution / active EE | $5,570 | $3,428+62.5% | $4,918+13.3% | $2,250+147.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $305 | $4,600-93.4% | $14,905-98.0% | $3,102-90.2% |