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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 15 · EIN 03-0271340 P.O. BOX 905 · WILLISTON, VT 054950905 | Recordkeeping | $5,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,340 | $62,177-44.8% | $81,370-57.8% | $74,478-53.9% |
| Participation rate | 43.0% | 64.1%-21.1pp | 69.5%-26.6pp | 67.2%-24.3pp |
| Annual return | 11.54% | 16.62%-5.1pp | 24.85%-13.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $266 | $1,881-85.8% | $2,464-89.2% | $2,626-89.9% |
| Participant deferral / active EE | $1,434 | $3,219-55.5% | $3,885-63.1% | $4,350-67.0% |
| Admin fee / account holder | $32 | $1,927-98.3% | $5,749-99.4% | $1,946-98.4% |