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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 300 BUSINESS OFFICE1+ years Service code 10 · EIN 56-2361416 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $34,825 |
KRAKOW & SOURIS1+ years Filed as: KRAKOW & SOURIS, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $6,750 |
MCSOLEY MCCOY & CO1+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SO. BURLINGTON, VT 05403 | Accounting | $6,050 |
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 | $81,838 | $52,884+54.8% | $84,753-3.4% | $55,167+48.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -1.06% | 18.03%-19.1pp | 22.78%-23.8pp | 169.23%-170.3pp |
| Employer contribution / active EE | $5,032 | $2,233+125.3% | $3,574+40.8% | $1,963+156.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $224 | $581-61.4% | $5,333-95.8% | $504-55.5% |