Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1566880 | Advisory (Participants) | $23,086 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 | Contract Administrator | $8,700 |
BILODEAU WELLS & CO., P.C.6+ years Service code 10 · EIN 03-0293317 | Accounting | $2,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,965 | $69,383-20.8% | $101,271-45.7% | $73,493-25.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.44% | 18.46%-4.0pp | 46.48%-32.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,037 | $2,628+15.6% | $3,660-17.0% | $2,270+33.8% |
| Participant deferral / active EE | $2,493 | $3,301-24.5% | $4,371-42.9% | $3,740-33.3% |
| Admin fee / account holder | $204 | $704-71.0% | $5,948-96.6% | $513-60.2% |