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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 |
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 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,809 |
KRAKOW & SOURIS4 years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
MANZI & ASSOCIATES, LLC3 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $8,945 |
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 | $104,229 | $80,731+29.1% | $103,378+0.8% | $74,400+40.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.44% | 27.56%-12.1pp | 24.91%-9.5pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $6,117 | $3,159+93.6% | $3,870+58.1% | $2,624+133.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $303 | $2,369-87.2% | $8,401-96.4% | $1,944-84.4% |