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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 300 BUSINESS OFFICE4+ years Service code 10 · EIN 56-2361416 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $41,165 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 47-1566880 P.O. BOX 2343 · SO. BURLINGTON, VT 054072343 | Advisory (Participants) | $35,000 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK SUITE 331 · WILLISTON, VT 054950905 | Contract Administrator | $10,502 |
KRAKOW & SOURIS4+ years Filed as: KRAKOW & SOURIS, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
MCSOLEY MCCOY & CO4+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SO. BURLINGTON, VT 05403 | Accounting | $6,500 |
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 | $90,943 | $63,114+44.1% | $92,909-2.1% | $65,185+39.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 5.53% | 28.75%-23.2pp | 109.44%-103.9pp | 29.38%-23.9pp |
| Employer contribution / active EE | $6,304 | $2,571+145.3% | $3,653+72.6% | $2,177+189.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $386 | $624-38.2% | $5,795-93.3% | $847-54.5% |