Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,674+32.5% | $119,126-10.3% | $64,340+66.2% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 13.03% | 26.86%-13.8pp | 282.11%-269.1pp | 24.14%-11.1pp |
| Employer contribution / active EE | $5,570 | $2,564+117.2% | $4,034+38.1% | $1,862+199.2% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $305 | $4,559-93.3% | $10,693-97.1% | $3,703-91.8% |