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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 |
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 | $80,332+33.1% | $107,187-0.3% | $64,097+66.8% |
| Participation rate | 100.0% | 54.4%+45.6pp | 75.0%+25.0pp | 55.2%+44.8pp |
| Annual return | 13.03% | 24.26%-11.2pp | 204.55%-191.5pp | 34.64%-21.6pp |
| Employer contribution / active EE | $5,570 | $2,501+122.7% | $3,782+47.3% | $1,891+194.5% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $305 | $4,314-92.9% | $9,162-96.7% | $3,454-91.2% |