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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 300 BUSINESS OFFICE5+ years Service code 10 · EIN 56-2361416 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $39,276 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 47-1566880 P.O. BOX 2343 · SO. BURLINGTON, VT 054072343 | Advisory (Participants) | $28,000 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK SUITE 331 · WILLISTON, VT 054950905 | Contract Administrator | $19,924 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,879 |
KRAKOW & SOURIS5+ years Filed as: KRAKOW & SOURIS, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
MCSOLEY MCCOY & CO5+ years Filed as: MCSOLEY MCCOY & CO., CPA'S Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SO. BURLINGTON, VT 05403 | Accounting | $6,600 |
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 | $90,353 | $69,383+30.2% | $101,271-10.8% | $73,493+22.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 4.11% | 18.46%-14.4pp | 46.48%-42.4pp | 28.51%-24.4pp |
| Employer contribution / active EE | $5,426 | $2,628+106.4% | $3,660+48.3% | $2,270+139.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $411 | $704-41.6% | $5,948-93.1% | $513-19.9% |