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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1566880 | Advisory (Participants) | $19,611 |
BILODEAU WELLS & CO., P.C.9+ years Service code 10 · EIN 03-0293317 | Accounting | $10,300 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 | Contract Administrator | $8,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,302 | $73,955-32.0% | $96,520-47.9% | $75,181-33.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.10% | 26.72%-12.6pp | 35.72%-21.6pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,651 | $2,930-9.5% | $3,739-29.1% | $2,671-0.7% |
| Participant deferral / active EE | $3,635 | $3,659-0.7% | $4,879-25.5% | $4,126-11.9% |
| Admin fee / account holder | $279 | $5,217-94.7% | $6,733-95.9% | $5,650-95.1% |